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LGT Financial Advisors’s Paylocity PCTY Stock Holding History

LGT 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
2025
Q1 		– Sell
-18
Closed -$3.59K – 609
2024
Q4 		$3.59K Hold
18
– – 0.01% 597
2024
Q3 		$2.97K Buy
+18
New +$2.74K 0.01% 628
2023
Q4 		– Sell
-58
Closed -$10.5K – 953
2023
Q3 		$10.5K Buy
+58
New +$11.6K 0.01% 469

Other funds holding PCTY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return

LGT Financial Advisors's PCTY Position: Q1 2025 in Review

LGT Financial Advisors sold out of Paylocity (PCTY) in Q1 2025, closing a stake of 18 shares — an estimated $3.59K sold.

LGT Financial Advisors first reported a position in PCTY in Q3 2023 and held it in 3 quarters. The position peaked at $10.5K in Q3 2023. 468 funds tracked by Wall St. Rank hold PCTY as of Q1 2025.

  • LGT Financial Advisors reported no remaining Paylocity position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 18 Paylocity shares in Q1 2025, an estimated $3.59K.
  • LGT Financial Advisors first reported a position in Paylocity in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's Paylocity position peaked at $10.5K in Q3 2023.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.