Rational Advisors’s Paylocity PCTY Stock Holding History

Rational 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
2021 Q3	–	Sell	-195	Closed	-$37K	–	206
2021 Q2	$37K	Buy	+195	New	+$35.1K	﹤0.01%	131

Other funds holding PCTY

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Rational Advisors's PCTY Position: Q3 2021 in Review

Rational Advisors sold out of Paylocity (PCTY) in Q3 2021, closing a stake of 195 shares — an estimated $37K sold.

Rational Advisors first reported a position in PCTY in Q2 2021 and held it in 1 quarter. The position peaked at $37K in Q2 2021. 338 funds tracked by Wall St. Rank hold PCTY as of Q3 2021.

Rational Advisors reported no remaining Paylocity position as of Q3 2021 after selling out during the quarter.
Rational Advisors sold 195 Paylocity shares in Q3 2021, an estimated $37K.
Rational Advisors first reported a position in Paylocity in Q2 2021 and held it in 1 quarter.
Rational Advisors's Paylocity position peaked at $37K in Q2 2021.
338 funds tracked by Wall St. Rank held Paylocity as of Q3 2021.

Based on Rational Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.