AWM
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Accurate Wealth Management’s Paylocity PCTY Stock Holding History

Accurate Wealth Management’s Portfolio PCTY Stock Details PCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-123
Closed -$23K – 1062
2022
Q4 		$23K Buy
+123
New +$26.4K 0.01% 640

Other funds holding PCTY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Accurate Wealth Management's PCTY Position: Q1 2023 in Review

Accurate Wealth Management sold out of Paylocity (PCTY) in Q1 2023, closing a stake of 123 shares — an estimated $23K sold.

Accurate Wealth Management first reported a position in PCTY in Q4 2022 and held it in 1 quarter. The position peaked at $23K in Q4 2022. 443 funds tracked by Wall St. Rank hold PCTY as of Q1 2023.

  • Accurate Wealth Management reported no remaining Paylocity position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 123 Paylocity shares in Q1 2023, an estimated $23K.
  • Accurate Wealth Management first reported a position in Paylocity in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Paylocity position peaked at $23K in Q4 2022.
  • 443 funds tracked by Wall St. Rank held Paylocity as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.