AWA
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Arkadios Wealth Advisors’s Paylocity PCTY Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-9
Closed -$2K – 1413
2021
Q3 		$2K Hold
9
– – ﹤0.01% 1762
2021
Q2 		$1K Hold
9
– – ﹤0.01% 1915
2021
Q1 		$1K Hold
9
– – ﹤0.01% 1602
2020
Q4 		$1K Buy
+9
New +$1.73K ﹤0.01% 1332

Other funds holding PCTY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arkadios Wealth Advisors's PCTY Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Paylocity (PCTY) in Q4 2021, closing a stake of 9 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in PCTY in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 352 funds tracked by Wall St. Rank hold PCTY as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Paylocity position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 9 Paylocity shares in Q4 2021, an estimated $2K.
  • Arkadios Wealth Advisors first reported a position in Paylocity in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Paylocity position peaked at $2K in Q3 2021.
  • 352 funds tracked by Wall St. Rank held Paylocity as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.