WealthPLAN Partners’s Paycom PAYC Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-9	Closed	-$2.89K	–	888
2023 Q2	$2.89K	Buy	+9	New	+$2.65K	﹤0.01%	1015

Other funds holding PAYC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's PAYC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Paycom (PAYC) in Q3 2023, closing a stake of 9 shares — an estimated $2.89K sold.

WealthPLAN Partners first reported a position in PAYC in Q2 2023 and held it in 1 quarter. The position peaked at $2.89K in Q2 2023. 705 funds tracked by Wall St. Rank hold PAYC as of Q3 2023.

WealthPLAN Partners reported no remaining Paycom position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 9 Paycom shares in Q3 2023, an estimated $2.89K.
WealthPLAN Partners first reported a position in Paycom in Q2 2023 and held it in 1 quarter.
WealthPLAN Partners's Paycom position peaked at $2.89K in Q2 2023.
705 funds tracked by Wall St. Rank held Paycom as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.