RTC
PCTY icon

Riverview Trust Company’s Paylocity PCTY Stock Holding History

Riverview Trust Company’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
Q2 		– Sell
-75
Closed -$14.9K – 734
2023
Q1 		$14.9K Hold
75
– – 0.01% 475
2022
Q4 		$15K Hold
75
– – 0.01% 441
2022
Q3 		$18K Hold
75
– – 0.02% 386
2022
Q2 		$13K Hold
75
– – 0.01% 577
2022
Q1 		$15K Buy
+75
New +$15.2K 0.01% 620

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Riverview Trust Company's PCTY Position: Q2 2023 in Review

Riverview Trust Company sold out of Paylocity (PCTY) in Q2 2023, closing a stake of 75 shares — an estimated $14.9K sold.

Riverview Trust Company first reported a position in PCTY in Q1 2022 and held it in 5 quarters. The position peaked at $18K in Q3 2022. 440 funds tracked by Wall St. Rank hold PCTY as of Q2 2023.

  • Riverview Trust Company reported no remaining Paylocity position as of Q2 2023 after selling out during the quarter.
  • Riverview Trust Company sold 75 Paylocity shares in Q2 2023, an estimated $14.9K.
  • Riverview Trust Company first reported a position in Paylocity in Q1 2022 and held it in 5 quarters.
  • Riverview Trust Company's Paylocity position peaked at $18K in Q3 2022.
  • 440 funds tracked by Wall St. Rank held Paylocity as of Q2 2023.

Based on Riverview Trust Company's 13F filing for Q2 2023, filed 18 Jul 2023.