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Benjamin F. Edwards & Company’s Paylocity PCTY Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$85K Buy
641
+51
+9% +$7.89K ﹤0.01% 1158
2024
Q1 		$101K Buy
590
+26
+5% +$4.29K ﹤0.01% 1099
2023
Q4 		$93K Buy
+564
New +$95K ﹤0.01% 1092
2020
Q4 		– Sell
-10
Closed -$2K – 1715
2020
Q3 		$2K Buy
+10
New +$1.41K ﹤0.01% 1587

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $6.8B AUM 23.31% 1-Year Est. Return

Benjamin F. Edwards & Company's PCTY Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Paylocity (PCTY) stake by 8.6% in Q2 2024, buying an estimated $7.89K and bringing the position to 641 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Benjamin F. Edwards & Company first reported a position in PCTY in Q3 2020 and has held it in 4 quarters since. The position peaked at $101K in Q1 2024. 459 funds tracked by Wall St. Rank hold PCTY as of Q2 2024.

  • Benjamin F. Edwards & Company held 641 shares of Paylocity worth $85K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 51 Paylocity shares in Q2 2024, an estimated $7.89K.
  • Paylocity made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1158 holding.
  • Benjamin F. Edwards & Company first reported a position in Paylocity in Q3 2020 and has held it in 4 quarters since.
  • Benjamin F. Edwards & Company's Paylocity position peaked at $101K in Q1 2024.
  • 459 funds tracked by Wall St. Rank held Paylocity as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.