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Continuum Advisory’s Paylocity PCTY Stock Holding History

Continuum Advisory’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
2025
Q1 		– Sell
-28
Closed -$5.58K – 1863
2024
Q4 		$5.58K Buy
28
+11
+65% +$2.1K ﹤0.01% 1109
2024
Q3 		$3.49K Sell
17
-31
-65% -$4.71K ﹤0.01% 1261
2024
Q2 		$6.33K Sell
48
-39
-45% -$6.04K ﹤0.01% 1041
2024
Q1 		$14.3K Buy
+87
New +$14.4K ﹤0.01% 856

Other funds holding PCTY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $6.8B AUM 23.31% 1-Year Est. Return

Continuum Advisory's PCTY Position: Q1 2025 in Review

Continuum Advisory sold out of Paylocity (PCTY) in Q1 2025, closing a stake of 28 shares — an estimated $5.58K sold.

Continuum Advisory first reported a position in PCTY in Q1 2024 and held it in 4 quarters. The position peaked at $14.3K in Q1 2024. 469 funds tracked by Wall St. Rank hold PCTY as of Q1 2025.

  • Continuum Advisory reported no remaining Paylocity position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 28 Paylocity shares in Q1 2025, an estimated $5.58K.
  • Continuum Advisory first reported a position in Paylocity in Q1 2024 and held it in 4 quarters.
  • Continuum Advisory's Paylocity position peaked at $14.3K in Q1 2024.
  • 469 funds tracked by Wall St. Rank held Paylocity as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.