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Simplicity Solutions’s Paylocity PCTY Stock Holding History

Simplicity Solutions’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
Q4 		– Sell
-834
Closed -$201K – 708
2022
Q3 		$201K Buy
+834
New +$192K 0.03% 601
2020
Q1 		– Sell
-2,187
Closed -$264K – 857
2019
Q4 		$264K Buy
+2,187
New +$240K 0.01% 713

Other funds holding PCTY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simplicity Solutions's PCTY Position: Q4 2022 in Review

Simplicity Solutions sold out of Paylocity (PCTY) in Q4 2022, closing a stake of 834 shares — an estimated $201K sold.

Simplicity Solutions first reported a position in PCTY in Q4 2019 and held it in 2 quarters. The position peaked at $264K in Q4 2019. 438 funds tracked by Wall St. Rank hold PCTY as of Q4 2022.

  • Simplicity Solutions reported no remaining Paylocity position as of Q4 2022 after selling out during the quarter.
  • Simplicity Solutions sold 834 Paylocity shares in Q4 2022, an estimated $201K.
  • Simplicity Solutions first reported a position in Paylocity in Q4 2019 and held it in 2 quarters.
  • Simplicity Solutions's Paylocity position peaked at $264K in Q4 2019.
  • 438 funds tracked by Wall St. Rank held Paylocity as of Q4 2022.

Based on Simplicity Solutions's 13F filing for Q4 2022, filed 2 Feb 2023.