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VisionPoint Advisory Group’s Paylocity PCTY Stock Holding History

VisionPoint Advisory Group’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
-27
Closed -$3.56K – 620
2024
Q2 		$3.56K Buy
+27
New +$4.18K ﹤0.01% 595

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

VisionPoint Advisory Group's PCTY Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Paylocity (PCTY) in Q3 2024, closing a stake of 27 shares — an estimated $3.56K sold.

VisionPoint Advisory Group first reported a position in PCTY in Q2 2024 and held it in 1 quarter. The position peaked at $3.56K in Q2 2024. 432 funds tracked by Wall St. Rank hold PCTY as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Paylocity position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 27 Paylocity shares in Q3 2024, an estimated $3.56K.
  • VisionPoint Advisory Group first reported a position in Paylocity in Q2 2024 and held it in 1 quarter.
  • VisionPoint Advisory Group's Paylocity position peaked at $3.56K in Q2 2024.
  • 432 funds tracked by Wall St. Rank held Paylocity as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.