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Mountain Capital Investment Advisors’s Paylocity PCTY Stock Holding History

Mountain Capital 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
2022
Q1 		– Sell
-2,467
Closed -$534K – 106
2021
Q4 		$534K Buy
2,467
+287
+13% +$76.1K 0.24% 103
2021
Q3 		$601K Sell
2,180
-433
-17% -$104K 0.32% 98
2021
Q2 		$506K Sell
2,613
-345
-12% -$62.1K 0.23% 105
2021
Q1 		$572K Buy
2,958
+486
+20% +$92.6K 0.29% 115
2020
Q4 		$490K Buy
+2,472
New +$476K 0.3% 97

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
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 $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Mountain Capital Investment Advisors's PCTY Position: Q1 2022 in Review

Mountain Capital Investment Advisors sold out of Paylocity (PCTY) in Q1 2022, closing a stake of 2,467 shares — an estimated $534K sold.

Mountain Capital Investment Advisors first reported a position in PCTY in Q4 2020 and held it in 5 quarters. The position peaked at $601K in Q3 2021. 348 funds tracked by Wall St. Rank hold PCTY as of Q1 2022.

  • Mountain Capital Investment Advisors reported no remaining Paylocity position as of Q1 2022 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 2,467 Paylocity shares in Q1 2022, an estimated $534K.
  • Mountain Capital Investment Advisors first reported a position in Paylocity in Q4 2020 and held it in 5 quarters.
  • Mountain Capital Investment Advisors's Paylocity position peaked at $601K in Q3 2021.
  • 348 funds tracked by Wall St. Rank held Paylocity as of Q1 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.