CWC
PCTY icon

Carolinas Wealth Consulting’s Paylocity PCTY Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-8
Closed -$1.44K – 1032
2023
Q3 		$1.44K Buy
+8
New +$1.61K ﹤0.01% 777

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

Carolinas Wealth Consulting's PCTY Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of Paylocity (PCTY) in Q4 2023, closing a stake of 8 shares — an estimated $1.44K sold.

Carolinas Wealth Consulting first reported a position in PCTY in Q3 2023 and held it in 1 quarter. The position peaked at $1.44K in Q3 2023. 435 funds tracked by Wall St. Rank hold PCTY as of Q4 2023.

  • Carolinas Wealth Consulting reported no remaining Paylocity position as of Q4 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 8 Paylocity shares in Q4 2023, an estimated $1.44K.
  • Carolinas Wealth Consulting first reported a position in Paylocity in Q3 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Paylocity position peaked at $1.44K in Q3 2023.
  • 435 funds tracked by Wall St. Rank held Paylocity as of Q4 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.