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Level Financial Advisors’s Paycom PAYC Stock Holding History

Level Financial Advisors’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
2024
Q1 		– Sell
-50
Closed -$10.3K – 198
2023
Q4 		$10.3K Hold
50
– – 0.01% 193
2023
Q3 		$13K Hold
50
– – 0.01% 173
2023
Q2 		$16.1K Buy
50
+30
+150% +$8.85K 0.01% 162
2023
Q1 		$6.08K Hold
20
– – ﹤0.01% 184
2022
Q4 		$6K Buy
+20
New +$6.45K ﹤0.01% 185

Other funds holding PAYC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Level Financial Advisors's PAYC Position: Q1 2024 in Review

Level Financial Advisors sold out of Paycom (PAYC) in Q1 2024, closing a stake of 50 shares — an estimated $10.3K sold.

Level Financial Advisors first reported a position in PAYC in Q4 2022 and held it in 5 quarters. The position peaked at $16.1K in Q2 2023. 661 funds tracked by Wall St. Rank hold PAYC as of Q1 2024.

  • Level Financial Advisors reported no remaining Paycom position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 50 Paycom shares in Q1 2024, an estimated $10.3K.
  • Level Financial Advisors first reported a position in Paycom in Q4 2022 and held it in 5 quarters.
  • Level Financial Advisors's Paycom position peaked at $16.1K in Q2 2023.
  • 661 funds tracked by Wall St. Rank held Paycom as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.