SWA
PCTY icon

Sutton Wealth Advisors’s Paylocity PCTY Stock Holding History

Sutton Wealth 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
Q1 		– Sell
-5
Closed -$971 – 1349
2022
Q4 		$971 Hold
5
– – ﹤0.01% 1336
2022
Q3 		$1.21K Buy
5
+3
+150% +$689 ﹤0.01% 1250
2022
Q2 		$349 Hold
2
– – ﹤0.01% 1523
2022
Q1 		$412 Sell
2
-2
-50% -$405 ﹤0.01% 1513
2021
Q4 		$945 Buy
+4
New +$1.06K ﹤0.01% 1339

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 $5.72T AUM 30.48% 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 $145B AUM 22.78% 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 $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Sutton Wealth Advisors's PCTY Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Paylocity (PCTY) in Q1 2023, closing a stake of 5 shares — an estimated $971 sold.

Sutton Wealth Advisors first reported a position in PCTY in Q4 2021 and held it in 5 quarters. The position peaked at $1.21K in Q3 2022. 443 funds tracked by Wall St. Rank hold PCTY as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Paylocity position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 5 Paylocity shares in Q1 2023, an estimated $971.
  • Sutton Wealth Advisors first reported a position in Paylocity in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Paylocity position peaked at $1.21K in Q3 2022.
  • 443 funds tracked by Wall St. Rank held Paylocity as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.