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Milestone Investment Advisors’s Paylocity PCTY Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-15
Closed -$2.73K – 348
2023
Q3 		$2.73K Buy
+15
New +$3.01K ﹤0.01% 351
2023
Q2 		– Sell
-12
Closed -$2.39K – 343
2023
Q1 		$2.39K Buy
+12
New +$2.36K ﹤0.01% 367

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Milestone Investment Advisors's PCTY Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Paylocity (PCTY) in Q4 2023, closing a stake of 15 shares — an estimated $2.73K sold.

Milestone Investment Advisors first reported a position in PCTY in Q1 2023 and held it in 2 quarters. The position peaked at $2.73K in Q3 2023. 435 funds tracked by Wall St. Rank hold PCTY as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Paylocity position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 15 Paylocity shares in Q4 2023, an estimated $2.73K.
  • Milestone Investment Advisors first reported a position in Paylocity in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Paylocity position peaked at $2.73K in Q3 2023.
  • 435 funds tracked by Wall St. Rank held Paylocity as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.