SFS
PCTY icon

Sowell Financial Services’s Paylocity PCTY Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-445
Closed -$76K – 2074
2021
Q1 		$76K Sell
445
-290
-39% -$55.3K ﹤0.01% 1493
2020
Q4 		$151K Buy
735
+75
+11% +$14.4K 0.01% 972
2020
Q3 		$107K Buy
660
+208
+46% +$29.3K 0.01% 950
2020
Q2 		$66K Buy
452
+77
+21% +$8.96K ﹤0.01% 1091
2020
Q1 		$33K Buy
375
+87
+30% +$10.9K ﹤0.01% 1201
2019
Q4 		$35K Sell
288
-4
-1% -$438 ﹤0.01% 1271
2019
Q3 		$28K Buy
+292
New +$29.9K ﹤0.01% 1175

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 $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ASP
Adams Street Partners Chicago, Illinois $260M AUM 30.38% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return