Founders Financial Alliance’s Paylocity PCTY Stock Holding History

Founders Financial Alliance’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
2020 Q4	–	Sell	-47	Closed	-$7K	–	1004
2020 Q3	$7K	Buy	+47	New	+$6.62K	﹤0.01%	882

Other funds holding PCTY

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

ASP

Adams Street Partners Chicago, Illinois $443M AUM 49.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Founders Financial Alliance's PCTY Position: Q4 2020 in Review

Founders Financial Alliance sold out of Paylocity (PCTY) in Q4 2020, closing a stake of 47 shares — an estimated $7K sold.

Founders Financial Alliance first reported a position in PCTY in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 318 funds tracked by Wall St. Rank hold PCTY as of Q4 2020.

Founders Financial Alliance reported no remaining Paylocity position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 47 Paylocity shares in Q4 2020, an estimated $7K.
Founders Financial Alliance first reported a position in Paylocity in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's Paylocity position peaked at $7K in Q3 2020.
318 funds tracked by Wall St. Rank held Paylocity as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.