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Spearhead Capital Advisors’s Paylocity PCTY Stock Holding History

Spearhead Capital 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
Q1 		– Sell
-1,935
Closed -$398K – 207
2020
Q4 		$398K Buy
1,935
+43
+2% +$8.27K 0.06% 117
2020
Q3 		$305K Buy
1,892
+129
+7% +$18.2K 0.06% 130
2020
Q2 		$257K Buy
+1,763
New +$205K 0.05% 124

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ASP
Adams Street Partners Chicago, Illinois $443M AUM 49.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spearhead Capital Advisors's PCTY Position: Q1 2021 in Review

Spearhead Capital Advisors sold out of Paylocity (PCTY) in Q1 2021, closing a stake of 1,935 shares — an estimated $398K sold.

Spearhead Capital Advisors first reported a position in PCTY in Q2 2020 and held it in 3 quarters. The position peaked at $398K in Q4 2020. 307 funds tracked by Wall St. Rank hold PCTY as of Q1 2021.

  • Spearhead Capital Advisors reported no remaining Paylocity position as of Q1 2021 after selling out during the quarter.
  • Spearhead Capital Advisors sold 1,935 Paylocity shares in Q1 2021, an estimated $398K.
  • Spearhead Capital Advisors first reported a position in Paylocity in Q2 2020 and held it in 3 quarters.
  • Spearhead Capital Advisors's Paylocity position peaked at $398K in Q4 2020.
  • 307 funds tracked by Wall St. Rank held Paylocity as of Q1 2021.

Based on Spearhead Capital Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.