Cyndeo Wealth Partners’s Paylocity PCTY Stock Holding History

Cyndeo Wealth Partners’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	-1,103	Closed	-$200K	–	378
2023 Q3	$200K	Buy	+1,103	New	+$222K	0.02%	329

Other funds holding PCTY

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Cyndeo Wealth Partners's PCTY Position: Q4 2023 in Review

Cyndeo Wealth Partners sold out of Paylocity (PCTY) in Q4 2023, closing a stake of 1,103 shares — an estimated $200K sold.

Cyndeo Wealth Partners first reported a position in PCTY in Q3 2023 and held it in 1 quarter. The position peaked at $200K in Q3 2023. 435 funds tracked by Wall St. Rank hold PCTY as of Q4 2023.

Cyndeo Wealth Partners reported no remaining Paylocity position as of Q4 2023 after selling out during the quarter.
Cyndeo Wealth Partners sold 1,103 Paylocity shares in Q4 2023, an estimated $200K.
Cyndeo Wealth Partners first reported a position in Paylocity in Q3 2023 and held it in 1 quarter.
Cyndeo Wealth Partners's Paylocity position peaked at $200K in Q3 2023.
435 funds tracked by Wall St. Rank held Paylocity as of Q4 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2023, filed 12 Jan 2024.