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Pinnacle Financial Partners (Tennessee)’s Paylocity PCTY Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
Q3 		– Sell
-34
Closed -$6.27K – 549
2023
Q2 		$6.27K Hold
34
– – ﹤0.01% 511
2023
Q1 		$6.76K Hold
34
– – ﹤0.01% 499
2022
Q4 		$6.61K Hold
34
– – ﹤0.01% 487
2022
Q3 		$8K Buy
+34
New +$7.81K ﹤0.01% 480

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
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s PCTY Position: Q3 2023 in Review

Pinnacle Financial Partners (Tennessee) sold out of Paylocity (PCTY) in Q3 2023, closing a stake of 34 shares — an estimated $6.27K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in PCTY in Q3 2022 and held it in 4 quarters. The position peaked at $8K in Q3 2022. 445 funds tracked by Wall St. Rank hold PCTY as of Q3 2023.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Paylocity position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 34 Paylocity shares in Q3 2023, an estimated $6.27K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Paylocity in Q3 2022 and held it in 4 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Paylocity position peaked at $8K in Q3 2022.
  • 445 funds tracked by Wall St. Rank held Paylocity as of Q3 2023.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2023, filed 3 Nov 2023.