WAP
PCTY icon

Wealthcare Advisory Partners’s Paylocity PCTY Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-88
Closed -$16K – 1464
2021
Q1 		$16K Buy
+88
New +$16.8K ﹤0.01% 1298

Other funds holding PCTY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ASP
Adams Street Partners Chicago, Illinois $443M AUM 49.46% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealthcare Advisory Partners's PCTY Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Paylocity (PCTY) in Q2 2021, closing a stake of 88 shares — an estimated $16K sold.

Wealthcare Advisory Partners first reported a position in PCTY in Q1 2021 and held it in 1 quarter. The position peaked at $16K in Q1 2021. 301 funds tracked by Wall St. Rank hold PCTY as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Paylocity position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 88 Paylocity shares in Q2 2021, an estimated $16K.
  • Wealthcare Advisory Partners first reported a position in Paylocity in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Paylocity position peaked at $16K in Q1 2021.
  • 301 funds tracked by Wall St. Rank held Paylocity as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.