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Prestige Wealth Management Group’s Paylocity PCTY Stock Holding History

Prestige Wealth Management Group’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
-8
Closed -$1.48K – 1073
2023
Q2 		$1.48K Hold
8
– – ﹤0.01% 832
2023
Q1 		$1.59K Sell
8
-16
-67% -$3.15K ﹤0.01% 792
2022
Q4 		$4.66K Buy
24
+16
+200% +$3.44K ﹤0.01% 629
2022
Q3 		$2K Hold
8
– – ﹤0.01% 763
2022
Q2 		$1K Buy
+8
New +$1.46K ﹤0.01% 903

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

Prestige Wealth Management Group's PCTY Position: Q3 2023 in Review

Prestige Wealth Management Group sold out of Paylocity (PCTY) in Q3 2023, closing a stake of 8 shares — an estimated $1.48K sold.

Prestige Wealth Management Group first reported a position in PCTY in Q2 2022 and held it in 5 quarters. The position peaked at $4.66K in Q4 2022. 445 funds tracked by Wall St. Rank hold PCTY as of Q3 2023.

  • Prestige Wealth Management Group reported no remaining Paylocity position as of Q3 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 8 Paylocity shares in Q3 2023, an estimated $1.48K.
  • Prestige Wealth Management Group first reported a position in Paylocity in Q2 2022 and held it in 5 quarters.
  • Prestige Wealth Management Group's Paylocity position peaked at $4.66K in Q4 2022.
  • 445 funds tracked by Wall St. Rank held Paylocity as of Q3 2023.

Based on Prestige Wealth Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.