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Berman Capital Advisors’s Paylocity PCTY Stock Holding History

Berman Capital 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
2021
Q3 		$3K Buy
14
+1
+8% +$240 ﹤0.01% 1605
2021
Q2 		$2K Buy
13
+4
+44% +$720 ﹤0.01% 1622
2021
Q1 		$1K Hold
9
– – ﹤0.01% 1680
2020
Q4 		$1K Buy
9
+3
+50% +$577 ﹤0.01% 1570
2020
Q3 		$0 Hold
6
– – ﹤0.01% 1731
2020
Q2 		$0 Buy
+6
New +$698 ﹤0.01% 1764

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Berman Capital Advisors's PCTY Position: Q3 2021 in Review

Berman Capital Advisors increased its Paylocity (PCTY) stake by 7.7% in Q3 2021, buying an estimated $240 and bringing the position to 14 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Berman Capital Advisors first reported a position in PCTY in Q2 2020 and has held it in 6 quarters since. 338 funds tracked by Wall St. Rank hold PCTY as of Q3 2021.

  • Berman Capital Advisors held 14 shares of Paylocity worth $3K as of Q3 2021.
  • Berman Capital Advisors bought 1 Paylocity share in Q3 2021, an estimated $240.
  • Paylocity made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1605 holding.
  • Berman Capital Advisors first reported a position in Paylocity in Q2 2020 and has held it in 6 quarters since.
  • 338 funds tracked by Wall St. Rank held Paylocity as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.