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Naples Money Management’s Paylocity PCTY Stock Holding History

Naples Money Management’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
2024
Q3 		$825 Hold
5
– – ﹤0.01% 350
2024
Q2 		$660 Sell
5
-1
-17% -$155 ﹤0.01% 366
2024
Q1 		$1.03K Sell
6
-1
-14% -$165 ﹤0.01% 355
2023
Q4 		$1.15K Buy
+7
New +$1.18K ﹤0.01% 366

Other funds holding PCTY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Naples Money Management's PCTY Position: Q3 2024 in Review

Naples Money Management held its Paylocity (PCTY) position steady in Q3 2024 at 5 shares worth $825. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Naples Money Management first reported a position in PCTY in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.15K in Q4 2023. 432 funds tracked by Wall St. Rank hold PCTY as of Q3 2024.

  • Naples Money Management held 5 shares of Paylocity worth $825 as of Q3 2024.
  • Naples Money Management left its Paylocity share count unchanged in Q3 2024.
  • Paylocity made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #350 holding.
  • Naples Money Management first reported a position in Paylocity in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Paylocity position peaked at $1.15K in Q4 2023.
  • 432 funds tracked by Wall St. Rank held Paylocity as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.