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Frontier Wealth Management’s Paylocity PCTY Stock Holding History

Frontier 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
2022
Q2 		$244K Hold
1,400
– – 0.02% 329
2022
Q1 		$282K Hold
1,400
– – ﹤0.01% 315
2021
Q4 		$331K Sell
1,400
-40
-3% -$10.6K 0.02% 314
2021
Q3 		$404K Hold
1,440
– – 0.03% 291
2021
Q2 		$275K Hold
1,440
– – 0.02% 343
2021
Q1 		$259K Hold
1,440
– – 0.02% 328
2020
Q4 		$297K Sell
1,440
-1,550
-52% -$298K 0.02% 294
2020
Q3 		$483K Sell
2,990
-250
-8% -$35.2K 0.04% 220
2020
Q2 		$473K Buy
+3,240
New +$377K 0.04% 219

Other funds holding PCTY

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Frontier Wealth Management's PCTY Position: Q2 2022 in Review

Frontier Wealth Management held its Paylocity (PCTY) position steady in Q2 2022 at 1,400 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #329.

Frontier Wealth Management first reported a position in PCTY in Q2 2020 and has held it in 9 quarters since. The position peaked at $483K in Q3 2020. 341 funds tracked by Wall St. Rank hold PCTY as of Q2 2022.

  • Frontier Wealth Management held 1,400 shares of Paylocity worth $244K as of Q2 2022.
  • Frontier Wealth Management left its Paylocity share count unchanged in Q2 2022.
  • Paylocity made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #329 holding.
  • Frontier Wealth Management first reported a position in Paylocity in Q2 2020 and has held it in 9 quarters since.
  • Frontier Wealth Management's Paylocity position peaked at $483K in Q3 2020.
  • 341 funds tracked by Wall St. Rank held Paylocity as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.