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Gilliland Jeter Wealth Management’s Paylocity PCTY Stock Holding History

Gilliland Jeter 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
2024
Q4 		– Sell
-125
Closed -$20.6K – 508
2024
Q3 		$20.6K Hold
125
– – 0.01% 388
2024
Q2 		$16.5K Hold
125
– – 0.01% 403
2024
Q1 		$21.5K Buy
+125
New +$20.6K 0.01% 362

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gilliland Jeter Wealth Management's PCTY Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Paylocity (PCTY) in Q4 2024, closing a stake of 125 shares — an estimated $20.6K sold.

Gilliland Jeter Wealth Management first reported a position in PCTY in Q1 2024 and held it in 3 quarters. The position peaked at $21.5K in Q1 2024. 457 funds tracked by Wall St. Rank hold PCTY as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Paylocity position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 125 Paylocity shares in Q4 2024, an estimated $20.6K.
  • Gilliland Jeter Wealth Management first reported a position in Paylocity in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Paylocity position peaked at $21.5K in Q1 2024.
  • 457 funds tracked by Wall St. Rank held Paylocity as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.