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Plante Moran Financial Advisors’s Paylocity PCTY Stock Holding History

Plante Moran Financial 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
Q3 		– Sell
-8
Closed -$1K – 1015
2022
Q2 		$1K Buy
+8
New +$1.46K ﹤0.01% 928

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
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Plante Moran Financial Advisors's PCTY Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Paylocity (PCTY) in Q3 2022, closing a stake of 8 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in PCTY in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 387 funds tracked by Wall St. Rank hold PCTY as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining Paylocity position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 8 Paylocity shares in Q3 2022, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Paylocity in Q2 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Paylocity position peaked at $1K in Q2 2022.
  • 387 funds tracked by Wall St. Rank held Paylocity as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.