WAM
PCTY icon

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 – 1561
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ASP
Adams Street Partners Chicago, Illinois $443M AUM 49.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PCTY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Paylocity (PCTY) in Q2 2019, closing a stake of 640 shares — an estimated $57K sold.

Wealthspire Advisors (Maryland) first reported a position in PCTY in Q4 2016 and held it in 10 quarters. The position peaked at $57K in Q1 2019. 259 funds tracked by Wall St. Rank hold PCTY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Paylocity position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 640 Paylocity shares in Q2 2019, an estimated $57K.
  • Wealthspire Advisors (Maryland) first reported a position in Paylocity in Q4 2016 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Paylocity position peaked at $57K in Q1 2019.
  • 259 funds tracked by Wall St. Rank held Paylocity as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.