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TriaGen Wealth Management’s Paylocity PCTY Stock Holding History

TriaGen Wealth Management’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
Q4 		– Sell
-1,416
Closed -$397K – 196
2021
Q3 		$397K Buy
+1,416
New +$340K 0.22% 113

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TriaGen Wealth Management's PCTY Position: Q4 2021 in Review

TriaGen Wealth Management sold out of Paylocity (PCTY) in Q4 2021, closing a stake of 1,416 shares — an estimated $397K sold.

TriaGen Wealth Management first reported a position in PCTY in Q3 2021 and held it in 1 quarter. The position peaked at $397K in Q3 2021. 352 funds tracked by Wall St. Rank hold PCTY as of Q4 2021.

  • TriaGen Wealth Management reported no remaining Paylocity position as of Q4 2021 after selling out during the quarter.
  • TriaGen Wealth Management sold 1,416 Paylocity shares in Q4 2021, an estimated $397K.
  • TriaGen Wealth Management first reported a position in Paylocity in Q3 2021 and held it in 1 quarter.
  • TriaGen Wealth Management's Paylocity position peaked at $397K in Q3 2021.
  • 352 funds tracked by Wall St. Rank held Paylocity as of Q4 2021.

Based on TriaGen Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.