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Kathleen S. Wright Associates’s Paycom PAYC Stock Holding History

Kathleen S. Wright Associates’s Portfolio PAYC Stock Details PAYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-115
Closed -$36K – 196
2022
Q4 		$36K Hold
115
– – 0.02% 123
2022
Q3 		$38K Hold
115
– – 0.03% 114
2022
Q2 		$32K Hold
115
– – 0.03% 113
2022
Q1 		$40K Buy
115
+15
+15% +$5.03K 0.03% 113
2021
Q4 		$42K Buy
+100
New +$47.3K 0.03% 107

Other funds holding PAYC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Kathleen S. Wright Associates's PAYC Position: Q1 2023 in Review

Kathleen S. Wright Associates sold out of Paycom (PAYC) in Q1 2023, closing a stake of 115 shares — an estimated $36K sold.

Kathleen S. Wright Associates first reported a position in PAYC in Q4 2021 and held it in 5 quarters. The position peaked at $42K in Q4 2021. 686 funds tracked by Wall St. Rank hold PAYC as of Q1 2023.

  • Kathleen S. Wright Associates reported no remaining Paycom position as of Q1 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 115 Paycom shares in Q1 2023, an estimated $36K.
  • Kathleen S. Wright Associates first reported a position in Paycom in Q4 2021 and held it in 5 quarters.
  • Kathleen S. Wright Associates's Paycom position peaked at $42K in Q4 2021.
  • 686 funds tracked by Wall St. Rank held Paycom as of Q1 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2023, filed 21 Apr 2023.