Safeguard Financial’s Paylocity PCTY Stock Holding History

Safeguard Financial’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	-103	Closed	-$19K	–	410
2023 Q2	$19K	Buy	+103	New	+$18.9K	0.01%	270

Other funds holding PCTY

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Safeguard Financial's PCTY Position: Q3 2023 in Review

Safeguard Financial sold out of Paylocity (PCTY) in Q3 2023, closing a stake of 103 shares — an estimated $19K sold.

Safeguard Financial first reported a position in PCTY in Q2 2023 and held it in 1 quarter. The position peaked at $19K in Q2 2023. 445 funds tracked by Wall St. Rank hold PCTY as of Q3 2023.

Safeguard Financial reported no remaining Paylocity position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 103 Paylocity shares in Q3 2023, an estimated $19K.
Safeguard Financial first reported a position in Paylocity in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Paylocity position peaked at $19K in Q2 2023.
445 funds tracked by Wall St. Rank held Paylocity as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.