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Bellwether Advisors’s Paylocity PCTY Stock Holding History

Bellwether 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
2022
Q2 		– Sell
-22
Closed -$4K – 533
2022
Q1 		$4K Hold
22
– – ﹤0.01% 389
2021
Q4 		$5K Hold
22
– – ﹤0.01% 406
2021
Q3 		$6K Buy
+22
New +$5.29K ﹤0.01% 348

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bellwether Advisors's PCTY Position: Q2 2022 in Review

Bellwether Advisors sold out of Paylocity (PCTY) in Q2 2022, closing a stake of 22 shares — an estimated $4K sold.

Bellwether Advisors first reported a position in PCTY in Q3 2021 and held it in 3 quarters. The position peaked at $6K in Q3 2021. 341 funds tracked by Wall St. Rank hold PCTY as of Q2 2022.

  • Bellwether Advisors reported no remaining Paylocity position as of Q2 2022 after selling out during the quarter.
  • Bellwether Advisors sold 22 Paylocity shares in Q2 2022, an estimated $4K.
  • Bellwether Advisors first reported a position in Paylocity in Q3 2021 and held it in 3 quarters.
  • Bellwether Advisors's Paylocity position peaked at $6K in Q3 2021.
  • 341 funds tracked by Wall St. Rank held Paylocity as of Q2 2022.

Based on Bellwether Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.