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Congress Wealth Management’s Paylocity PCTY Stock Holding History

Congress Wealth Management’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
Q4 		– Sell
-1,437
Closed -$237K – 912
2024
Q3 		$237K Buy
+1,437
New +$219K ﹤0.01% 788

Other funds holding PCTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Congress Wealth Management's PCTY Position: Q4 2024 in Review

Congress Wealth Management sold out of Paylocity (PCTY) in Q4 2024, closing a stake of 1,437 shares — an estimated $237K sold.

Congress Wealth Management first reported a position in PCTY in Q3 2024 and held it in 1 quarter. The position peaked at $237K in Q3 2024. 456 funds tracked by Wall St. Rank hold PCTY as of Q4 2024.

  • Congress Wealth Management reported no remaining Paylocity position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 1,437 Paylocity shares in Q4 2024, an estimated $237K.
  • Congress Wealth Management first reported a position in Paylocity in Q3 2024 and held it in 1 quarter.
  • Congress Wealth Management's Paylocity position peaked at $237K in Q3 2024.
  • 456 funds tracked by Wall St. Rank held Paylocity as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.