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FourThought Financial’s Paylocity PCTY Stock Holding History

FourThought Financial’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
2022
Q3 		– Sell
-11
Closed -$2K – 1549
2022
Q2 		$2K Hold
11
– – ﹤0.01% 1350
2022
Q1 		$2K Buy
+11
New +$2.23K ﹤0.01% 1354
2021
Q3 		– Sell
-297
Closed -$56K – 1583
2021
Q2 		$56K Sell
297
-1
-0.3% -$180 0.01% 673
2021
Q1 		$53K Sell
298
-33
-10% -$6.29K 0.01% 676
2020
Q4 		$68K Buy
+331
New +$63.7K 0.01% 587

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

FourThought Financial's PCTY Position: Q3 2022 in Review

FourThought Financial sold out of Paylocity (PCTY) in Q3 2022, closing a stake of 11 shares — an estimated $2K sold.

FourThought Financial first reported a position in PCTY in Q4 2020 and held it in 5 quarters. The position peaked at $68K in Q4 2020. 387 funds tracked by Wall St. Rank hold PCTY as of Q3 2022.

  • FourThought Financial reported no remaining Paylocity position as of Q3 2022 after selling out during the quarter.
  • FourThought Financial sold 11 Paylocity shares in Q3 2022, an estimated $2K.
  • FourThought Financial first reported a position in Paylocity in Q4 2020 and held it in 5 quarters.
  • FourThought Financial's Paylocity position peaked at $68K in Q4 2020.
  • 387 funds tracked by Wall St. Rank held Paylocity as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.