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Stonebridge Capital Advisors’s Paylocity PCTY Stock Holding History

Stonebridge 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
2023
Q3 		– Sell
-5
Closed -$923 – 978
2023
Q2 		$923 Hold
5
– – ﹤0.01% 863
2023
Q1 		$994 Hold
5
– – ﹤0.01% 860
2022
Q4 		$971 Hold
5
– – ﹤0.01% 865
2022
Q3 		$1K Hold
5
– – ﹤0.01% 927
2022
Q2 		$1K Hold
5
– – ﹤0.01% 881
2022
Q1 		$1K Hold
5
– – ﹤0.01% 979
2021
Q4 		$1K Hold
5
– – ﹤0.01% 928
2021
Q3 		$1K Sell
5
-5
-50% -$1.2K ﹤0.01% 906
2021
Q2 		$2K Buy
10
+5
+100% +$900 ﹤0.01% 951
2021
Q1 		$1K Buy
+5
New +$953 ﹤0.01% 919

Other funds holding PCTY

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Vanguard Group
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T. Rowe Price Investment Management
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WA
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State Street
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ESCM
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RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return