Avitas Wealth Management’s Paylocity PCTY Stock Holding History

Avitas 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
2020 Q1	–	Sell	-15,712	Closed	-$1.9M	–	163
2019 Q4	$1.9M	Buy	+15,712	New	+$1.72M	0.49%	85

Other funds holding PCTY

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ASP

Adams Street Partners Chicago, Illinois $260M AUM 30.38% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

Avitas Wealth Management's PCTY Position: Q1 2020 in Review

Avitas Wealth Management sold out of Paylocity (PCTY) in Q1 2020, closing a stake of 15,712 shares — an estimated $1.9M sold.

Avitas Wealth Management first reported a position in PCTY in Q4 2019 and held it in 1 quarter. The position peaked at $1.9M in Q4 2019. 271 funds tracked by Wall St. Rank hold PCTY as of Q1 2020.

Avitas Wealth Management reported no remaining Paylocity position as of Q1 2020 after selling out during the quarter.
Avitas Wealth Management sold 15,712 Paylocity shares in Q1 2020, an estimated $1.9M.
Avitas Wealth Management first reported a position in Paylocity in Q4 2019 and held it in 1 quarter.
Avitas Wealth Management's Paylocity position peaked at $1.9M in Q4 2019.
271 funds tracked by Wall St. Rank held Paylocity as of Q1 2020.

Based on Avitas Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.