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Sugarloaf Wealth Management’s Paycom PAYC Stock Holding History

Sugarloaf Wealth Management’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
-3
Closed -$1K – 840
2022
Q3 		$1K Hold
3
– – ﹤0.01% 790
2022
Q2 		$1K Hold
3
– – ﹤0.01% 753
2022
Q1 		$1K Hold
3
– – ﹤0.01% 693
2021
Q4 		$1K Hold
3
– – ﹤0.01% 722
2021
Q3 		$1K Hold
3
– – ﹤0.01% 737
2021
Q2 		$1K Hold
3
– – ﹤0.01% 730
2021
Q1 		$1 Hold
3
– – ﹤0.01% 722
2020
Q4 		$1K Buy
+3
New +$1.2K ﹤0.01% 689

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

Sugarloaf Wealth Management's PAYC Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Paycom (PAYC) in Q4 2022, closing a stake of 3 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in PAYC in Q4 2020 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 707 funds tracked by Wall St. Rank hold PAYC as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Paycom position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 3 Paycom shares in Q4 2022, an estimated $1K.
  • Sugarloaf Wealth Management first reported a position in Paycom in Q4 2020 and held it in 8 quarters.
  • Sugarloaf Wealth Management's Paycom position peaked at $1K in Q3 2022.
  • 707 funds tracked by Wall St. Rank held Paycom as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.