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Lee Financial’s Paylocity PCTY Stock Holding History

Lee Financial’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
Q1 		– Sell
-103
Closed -$17K – 625
2023
Q4 		$17K Hold
103
– – ﹤0.01% 345
2023
Q3 		$18.7K Hold
103
– – ﹤0.01% 310
2023
Q2 		$19K Buy
103
+18
+21% +$3.29K ﹤0.01% 311
2023
Q1 		$16.9K Sell
85
-8
-9% -$1.57K ﹤0.01% 335
2022
Q4 		$18.1K Hold
93
– – ﹤0.01% 356
2022
Q3 		$22K Buy
93
+7
+8% +$1.61K ﹤0.01% 324
2022
Q2 		$15K Buy
86
+1
+1% +$182 ﹤0.01% 382
2022
Q1 		$17K Hold
85
– – ﹤0.01% 367
2021
Q4 		$20K Hold
85
– – ﹤0.01% 375
2021
Q3 		$24K Buy
85
+15
+21% +$3.6K 0.01% 307
2021
Q2 		$13K Hold
70
– – ﹤0.01% 378
2021
Q1 		$13K Buy
+70
New +$13.3K ﹤0.01% 363

Other funds holding PCTY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lee Financial's PCTY Position: Q1 2024 in Review

Lee Financial sold out of Paylocity (PCTY) in Q1 2024, closing a stake of 103 shares — an estimated $17K sold.

Lee Financial first reported a position in PCTY in Q1 2021 and held it in 12 quarters. The position peaked at $24K in Q3 2021. 418 funds tracked by Wall St. Rank hold PCTY as of Q1 2024.

  • Lee Financial reported no remaining Paylocity position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 103 Paylocity shares in Q1 2024, an estimated $17K.
  • Lee Financial first reported a position in Paylocity in Q1 2021 and held it in 12 quarters.
  • Lee Financial's Paylocity position peaked at $24K in Q3 2021.
  • 418 funds tracked by Wall St. Rank held Paylocity as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.