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Capital Advisors Ltd’s Paylocity PCTY Stock Holding History

Capital Advisors Ltd’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
2026
Q1 		$4K Buy
+39
New +$4.79K ﹤0.01% 1011
2025
Q4 		– Sell
-2
Closed – – 1518
2025
Q3 		$0 Hold
2
– – ﹤0.01% 1511
2025
Q2 		$0 Hold
2
– – ﹤0.01% 1561
2025
Q1 		$0 Hold
2
– – ﹤0.01% 1524
2024
Q4 		$0 Hold
2
– – ﹤0.01% 1524
2024
Q3 		$0 Buy
+2
New +$304 ﹤0.01% 1552
2023
Q4 		– Sell
-3
Closed -$1K – 1438
2023
Q3 		$1K Hold
3
– – ﹤0.01% 1187
2023
Q2 		$1K Sell
3
-5
-63% -$915 ﹤0.01% 1196
2023
Q1 		$2K Hold
8
– – ﹤0.01% 921
2022
Q4 		$2K Sell
8
-5
-38% -$1.07K ﹤0.01% 887
2022
Q3 		$3K Buy
13
+10
+333% +$2.3K ﹤0.01% 761
2022
Q2 		$1K Buy
+3
New +$547 ﹤0.01% 854

Other funds holding PCTY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return