LWCFA
PCTY icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Paylocity PCTY Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q1 		– Sell
-11
Closed -$3K – 694
2021
Q4 		$3K Hold
11
– – ﹤0.01% 681
2021
Q3 		$3K Hold
11
– – ﹤0.01% 689
2021
Q2 		$2K Buy
+11
New +$1.98K ﹤0.01% 878

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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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

Loring Wolcott & Coolidge Fiduciary Advisors's PCTY Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Paylocity (PCTY) in Q1 2022, closing a stake of 11 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PCTY in Q2 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 348 funds tracked by Wall St. Rank hold PCTY as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Paylocity position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 11 Paylocity shares in Q1 2022, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Paylocity in Q2 2021 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Paylocity position peaked at $3K in Q4 2021.
  • 348 funds tracked by Wall St. Rank held Paylocity as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.