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LWM Advisory Services’s Paycom PAYC Stock Holding History

LWM Advisory Services’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
2022
Q4 		– Sell
-962
Closed -$317K – 117
2022
Q3 		$317K Buy
962
+43
+5% +$14.8K 0.36% 77
2022
Q2 		$257K Buy
919
+93
+11% +$27.4K 0.31% 95
2022
Q1 		$286K Buy
+826
New +$277K 0.36% 84

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LWM Advisory Services's PAYC Position: Q4 2022 in Review

LWM Advisory Services sold out of Paycom (PAYC) in Q4 2022, closing a stake of 962 shares — an estimated $317K sold.

LWM Advisory Services first reported a position in PAYC in Q1 2022 and held it in 3 quarters. The position peaked at $317K in Q3 2022. 707 funds tracked by Wall St. Rank hold PAYC as of Q4 2022.

  • LWM Advisory Services reported no remaining Paycom position as of Q4 2022 after selling out during the quarter.
  • LWM Advisory Services sold 962 Paycom shares in Q4 2022, an estimated $317K.
  • LWM Advisory Services first reported a position in Paycom in Q1 2022 and held it in 3 quarters.
  • LWM Advisory Services's Paycom position peaked at $317K in Q3 2022.
  • 707 funds tracked by Wall St. Rank held Paycom as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.