GI
PCTY icon

Gradient Investments’s Paylocity PCTY Stock Holding History

Gradient Investments’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
Q3 		– Sell
-3
Closed -$396 – 1003
2024
Q2 		$396 Hold
3
– – ﹤0.01% 1210
2024
Q1 		$516 Sell
3
-17
-85% -$2.81K ﹤0.01% 1011
2023
Q4 		$3.3K Hold
20
– – ﹤0.01% 1093
2023
Q3 		$3.63K Hold
20
– – ﹤0.01% 1031
2023
Q2 		$3.69K Buy
20
+4
+25% +$732 ﹤0.01% 1024
2023
Q1 		$3.18K Buy
16
+3
+23% +$590 ﹤0.01% 1037
2022
Q4 		$2.52K Sell
13
-108
-89% -$23.2K ﹤0.01% 1051
2022
Q3 		$29K Sell
121
-29,702
-100% -$6.82M ﹤0.01% 592
2022
Q2 		$5.2M Sell
29,823
-5,430
-15% -$990K 0.15% 136
2022
Q1 		$7.25M Buy
35,253
+4,228
+14% +$856K 0.19% 130
2021
Q4 		$7.33M Buy
31,025
+10,649
+52% +$2.83M 0.19% 134
2021
Q3 		$5.71M Sell
20,376
-3,319
-14% -$797K 0.16% 135
2021
Q2 		$4.52M Buy
23,695
+2,559
+12% +$460K 0.13% 140
2021
Q1 		$3.8M Buy
21,136
+13,869
+191% +$2.64M 0.12% 143
2020
Q4 		$1.17M Sell
7,267
-213
-3% -$41K 0.05% 147
2020
Q3 		$1.21M Sell
7,480
-7,218
-49% -$1.02M 0.05% 147
2020
Q2 		$2.14M Buy
14,698
+491
+3% +$57.1K 0.1% 136
2020
Q1 		$1.25M Buy
14,207
+2,033
+17% +$255K 0.07% 154
2019
Q4 		$1.47M Buy
12,174
+2,258
+23% +$247K 0.07% 166
2019
Q3 		$968K Buy
+9,916
New +$1.02M 0.05% 197

Other funds holding PCTY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return