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Money Concepts Capital’s Paylocity PCTY Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-5
Closed -$971 – 2165
2022
Q4 		$971 Hold
5
– – ﹤0.01% 2884
2022
Q3 		$1K Buy
+5
New +$1.15K ﹤0.01% 1493
2022
Q2 		– Sell
-5
Closed -$1K – 2268
2022
Q1 		$1K Buy
+5
New +$1.01K ﹤0.01% 2595

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Money Concepts Capital's PCTY Position: Q1 2023 in Review

Money Concepts Capital sold out of Paylocity (PCTY) in Q1 2023, closing a stake of 5 shares — an estimated $971 sold.

Money Concepts Capital first reported a position in PCTY in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 443 funds tracked by Wall St. Rank hold PCTY as of Q1 2023.

  • Money Concepts Capital reported no remaining Paylocity position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 5 Paylocity shares in Q1 2023, an estimated $971.
  • Money Concepts Capital first reported a position in Paylocity in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's Paylocity position peaked at $1K in Q3 2022.
  • 443 funds tracked by Wall St. Rank held Paylocity as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.