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SYSTM Wealth Solutions’s Paylocity PCTY Stock Holding History

SYSTM Wealth 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
2024
Q3 		– Sell
-10
Closed -$1.32K – 475
2024
Q2 		$1.32K Sell
10
-114
-92% -$17.6K ﹤0.01% 637
2024
Q1 		$21.3K Hold
124
– – ﹤0.01% 691
2023
Q4 		$20.4K Buy
+124
New +$20.9K ﹤0.01% 715

Other funds holding PCTY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

SYSTM Wealth Solutions's PCTY Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Paylocity (PCTY) in Q3 2024, closing a stake of 10 shares — an estimated $1.32K sold.

SYSTM Wealth Solutions first reported a position in PCTY in Q4 2023 and held it in 3 quarters. The position peaked at $21.3K in Q1 2024. 432 funds tracked by Wall St. Rank hold PCTY as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Paylocity position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 10 Paylocity shares in Q3 2024, an estimated $1.32K.
  • SYSTM Wealth Solutions first reported a position in Paylocity in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Paylocity position peaked at $21.3K in Q1 2024.
  • 432 funds tracked by Wall St. Rank held Paylocity as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.