FWM
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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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.02T AUM 30.18% 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
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 $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return