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Washington Trust Advisors’s Paylocity PCTY Stock Holding History

Washington Trust 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
2024
Q4 		– Sell
-19
Closed -$3.64K – 680
2024
Q3 		$3.18K Buy
+19
New +$2.89K ﹤0.01% 614
2024
Q2 		– Sell
-18
Closed -$3.13K – 677
2024
Q1 		$3.13K Hold
18
– – ﹤0.01% 620
2023
Q4 		$3K Buy
+18
New +$3.03K ﹤0.01% 627
2023
Q3 		– Sell
-15
Closed -$2.77K – 682
2023
Q2 		$2.77K Hold
15
– – ﹤0.01% 609
2023
Q1 		$2.98K Buy
+15
New +$2.95K ﹤0.01% 691

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $153B AUM 38.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Washington Trust Advisors's PCTY Position: Q4 2024 in Review

Washington Trust Advisors sold out of Paylocity (PCTY) in Q4 2024, closing a stake of 19 shares — an estimated $3.64K sold.

Washington Trust Advisors first reported a position in PCTY in Q1 2023 and held it in 5 quarters. The position peaked at $3.18K in Q3 2024. 457 funds tracked by Wall St. Rank hold PCTY as of Q4 2024.

  • Washington Trust Advisors reported no remaining Paylocity position as of Q4 2024 after selling out during the quarter.
  • Washington Trust Advisors sold 19 Paylocity shares in Q4 2024, an estimated $3.64K.
  • Washington Trust Advisors first reported a position in Paylocity in Q1 2023 and held it in 5 quarters.
  • Washington Trust Advisors's Paylocity position peaked at $3.18K in Q3 2024.
  • 457 funds tracked by Wall St. Rank held Paylocity as of Q4 2024.

Based on Washington Trust Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.