Triad Wealth Partners’s Paycom PAYC Stock Holding History

Triad Wealth Partners’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 Q3	–	Sell	-8	Closed	-$1.14K	–	645
2024 Q2	$1.14K	Buy	+8	New	+$1.37K	﹤0.01%	857

Other funds holding PAYC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Triad Wealth Partners's PAYC Position: Q3 2024 in Review

Triad Wealth Partners sold out of Paycom (PAYC) in Q3 2024, closing a stake of 8 shares — an estimated $1.14K sold.

Triad Wealth Partners first reported a position in PAYC in Q2 2024 and held it in 1 quarter. The position peaked at $1.14K in Q2 2024. 668 funds tracked by Wall St. Rank hold PAYC as of Q3 2024.

Triad Wealth Partners reported no remaining Paycom position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 8 Paycom shares in Q3 2024, an estimated $1.14K.
Triad Wealth Partners first reported a position in Paycom in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Paycom position peaked at $1.14K in Q2 2024.
668 funds tracked by Wall St. Rank held Paycom as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.