TWA
PCTY icon

TCI Wealth Advisors’s Paylocity PCTY Stock Holding History

TCI 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
Q2 		– Sell
-1
Closed -$199 – 1631
2023
Q1 		$199 Buy
+1
New +$197 ﹤0.01% 2338
2022
Q4 		– Sell
-1
Closed – – 2617
2022
Q3 		$0 Buy
+1
New +$230 ﹤0.01% 2499

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
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's PCTY Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Paylocity (PCTY) in Q2 2023, closing a stake of 1 share — an estimated $199 sold.

TCI Wealth Advisors first reported a position in PCTY in Q3 2022 and held it in 2 quarters. The position peaked at $199 in Q1 2023. 440 funds tracked by Wall St. Rank hold PCTY as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Paylocity position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1 Paylocity share in Q2 2023, an estimated $199.
  • TCI Wealth Advisors first reported a position in Paylocity in Q3 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's Paylocity position peaked at $199 in Q1 2023.
  • 440 funds tracked by Wall St. Rank held Paylocity as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.