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Institutional & Family Asset Management’s Paylocity PCTY Stock Holding History

Institutional & Family Asset 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
Q2 		$6.46K Hold
49
– – ﹤0.01% 468
2024
Q1 		$8.42K Sell
49
-4
-8% -$661 ﹤0.01% 434
2023
Q4 		$8.74K Buy
+53
New +$8.92K ﹤0.01% 410

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return

Institutional & Family Asset Management's PCTY Position: Q2 2024 in Review

Institutional & Family Asset Management held its Paylocity (PCTY) position steady in Q2 2024 at 49 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Institutional & Family Asset Management first reported a position in PCTY in Q4 2023 and has held it in 3 quarters since. The position peaked at $8.74K in Q4 2023. 458 funds tracked by Wall St. Rank hold PCTY as of Q2 2024.

  • Institutional & Family Asset Management held 49 shares of Paylocity worth $6.46K as of Q2 2024.
  • Institutional & Family Asset Management left its Paylocity share count unchanged in Q2 2024.
  • Paylocity made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #468 holding.
  • Institutional & Family Asset Management first reported a position in Paylocity in Q4 2023 and has held it in 3 quarters since.
  • Institutional & Family Asset Management's Paylocity position peaked at $8.74K in Q4 2023.
  • 458 funds tracked by Wall St. Rank held Paylocity as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.