WAM
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Wealthspire Advisors (Maryland)’s Paylocity PCTY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-640
Closed -$57K – 1593
2019
Q1 		$57K Sell
640
-134
-17% -$10.4K ﹤0.01% 851
2018
Q4 		$47K Buy
774
+200
+35% +$12.8K ﹤0.01% 883
2018
Q3 		$46K Sell
574
-154
-21% -$10.9K ﹤0.01% 1006
2018
Q2 		$43K Buy
728
+15
+2% +$860 ﹤0.01% 1037
2018
Q1 		$37K Buy
713
+53
+8% +$2.63K ﹤0.01% 1103
2017
Q4 		$31K Buy
660
+94
+17% +$4.56K ﹤0.01% 1178
2017
Q3 		$28K Buy
566
+40
+8% +$1.86K ﹤0.01% 1183
2017
Q2 		$24K Buy
526
+186
+55% +$8.11K ﹤0.01% 1200
2017
Q1 		$13K Buy
340
+215
+172% +$7.47K ﹤0.01% 1240
2016
Q4 		$4K Buy
+125
New +$4.65K ﹤0.01% 1433

Other funds holding PCTY

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ASP
Adams Street Partners Chicago, Illinois $260M AUM 30.38% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return