CCWA
PCTY icon

CLA (CliftonLarsonAllen) Wealth Advisors’s Paylocity PCTY Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
Q4 		– Sell
-3,491
Closed -$979K – 262
2021
Q3 		$979K Hold
3,491
– – 0.04% 148
2021
Q2 		$666K Buy
+3,491
New +$628K 0.03% 194

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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

CLA (CliftonLarsonAllen) Wealth Advisors's PCTY Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Paylocity (PCTY) in Q4 2021, closing a stake of 3,491 shares — an estimated $979K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PCTY in Q2 2021 and held it in 2 quarters. The position peaked at $979K in Q3 2021. 352 funds tracked by Wall St. Rank hold PCTY as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Paylocity position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 3,491 Paylocity shares in Q4 2021, an estimated $979K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Paylocity in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Paylocity position peaked at $979K in Q3 2021.
  • 352 funds tracked by Wall St. Rank held Paylocity as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.