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Ashton Thomas Private Wealth’s Paylocity PCTY Stock Holding History

Ashton Thomas Private Wealth’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
2024
Q3 		– Sell
-38
Closed -$5.01K – 1468
2024
Q2 		$5.01K Buy
+38
New +$5.88K ﹤0.01% 1558

Other funds holding PCTY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Ashton Thomas Private Wealth's PCTY Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Paylocity (PCTY) in Q3 2024, closing a stake of 38 shares — an estimated $5.01K sold.

Ashton Thomas Private Wealth first reported a position in PCTY in Q2 2024 and held it in 1 quarter. The position peaked at $5.01K in Q2 2024. 432 funds tracked by Wall St. Rank hold PCTY as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Paylocity position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 38 Paylocity shares in Q3 2024, an estimated $5.01K.
  • Ashton Thomas Private Wealth first reported a position in Paylocity in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Paylocity position peaked at $5.01K in Q2 2024.
  • 432 funds tracked by Wall St. Rank held Paylocity as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.