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HC Financial Advisors’s Paylocity PCTY Stock Holding History

HC Financial Advisors’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 		– Sell
-92
Closed -$19K – 350
2022
Q1 		$19K Hold
92
– – 0.01% 195
2021
Q4 		$22K Hold
92
– – 0.01% 194
2021
Q3 		$26K Hold
92
– – 0.02% 176
2021
Q2 		$18K Hold
92
– – 0.01% 201
2021
Q1 		$17K Hold
92
– – 0.01% 205
2020
Q4 		$19K Hold
92
– – 0.01% 206
2020
Q3 		$15K Hold
92
– – 0.01% 209
2020
Q2 		$13K Hold
92
– – 0.01% 213
2020
Q1 		$8K Buy
+92
New +$11.6K 0.01% 258

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
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

HC Financial Advisors's PCTY Position: Q2 2022 in Review

HC Financial Advisors sold out of Paylocity (PCTY) in Q2 2022, closing a stake of 92 shares — an estimated $19K sold.

HC Financial Advisors first reported a position in PCTY in Q1 2020 and held it in 9 quarters. The position peaked at $26K in Q3 2021. 341 funds tracked by Wall St. Rank hold PCTY as of Q2 2022.

  • HC Financial Advisors reported no remaining Paylocity position as of Q2 2022 after selling out during the quarter.
  • HC Financial Advisors sold 92 Paylocity shares in Q2 2022, an estimated $19K.
  • HC Financial Advisors first reported a position in Paylocity in Q1 2020 and held it in 9 quarters.
  • HC Financial Advisors's Paylocity position peaked at $26K in Q3 2021.
  • 341 funds tracked by Wall St. Rank held Paylocity as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.