BWM
PCTY icon

Baystate Wealth Management’s Paylocity PCTY Stock Holding History

Baystate 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
Q4 		$330 Hold
2
– – ﹤0.01% 1231
2023
Q3 		$363 Hold
2
– – ﹤0.01% 957
2023
Q2 		$369 Hold
2
– – ﹤0.01% 988
2023
Q1 		$398 Hold
2
– – ﹤0.01% 980
2022
Q4 		$0 Hold
2
– – ﹤0.01% 972
2022
Q3 		$0 Hold
2
– – ﹤0.01% 928
2022
Q2 		$0 Hold
2
– – ﹤0.01% 939
2022
Q1 		$0 Hold
2
– – ﹤0.01% 918
2021
Q4 		$0 Hold
2
– – ﹤0.01% 942
2021
Q3 		$1K Hold
2
– – ﹤0.01% 789
2021
Q2 		$0 Hold
2
– – ﹤0.01% 840
2021
Q1 		$0 Buy
+2
New +$381 ﹤0.01% 800

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return