BRWA
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B. Riley Wealth Advisors’s Paylocity PCTY Stock Holding History

B. Riley 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
2020
Q2 		– Sell
-2,491
Closed -$221K – 893
2020
Q1 		$221K Buy
2,491
+501
+25% +$62.9K 0.02% 635
2019
Q4 		$241K Sell
1,990
-630
-24% -$69K 0.02% 694
2019
Q3 		$256K Buy
+2,620
New +$268K 0.03% 642

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 $15.3B AUM 25.06% 1-Year Est. Return
ASP
Adams Street Partners Chicago, Illinois $443M AUM 49.46% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

B. Riley Wealth Advisors's PCTY Position: Q2 2020 in Review

B. Riley Wealth Advisors sold out of Paylocity (PCTY) in Q2 2020, closing a stake of 2,491 shares — an estimated $221K sold.

B. Riley Wealth Advisors first reported a position in PCTY in Q3 2019 and held it in 3 quarters. The position peaked at $256K in Q3 2019. 280 funds tracked by Wall St. Rank hold PCTY as of Q2 2020.

  • B. Riley Wealth Advisors reported no remaining Paylocity position as of Q2 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,491 Paylocity shares in Q2 2020, an estimated $221K.
  • B. Riley Wealth Advisors first reported a position in Paylocity in Q3 2019 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Paylocity position peaked at $256K in Q3 2019.
  • 280 funds tracked by Wall St. Rank held Paylocity as of Q2 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.