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Western Wealth Management’s Paylocity PCTY Stock Holding History

Western Wealth Management’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
2022
Q2 		– Sell
-1,074
Closed -$220K – 832
2022
Q1 		$220K Buy
+1,074
New +$217K 0.01% 765

Other funds holding PCTY

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Western Wealth Management's PCTY Position: Q2 2022 in Review

Western Wealth Management sold out of Paylocity (PCTY) in Q2 2022, closing a stake of 1,074 shares — an estimated $220K sold.

Western Wealth Management first reported a position in PCTY in Q1 2022 and held it in 1 quarter. The position peaked at $220K in Q1 2022. 341 funds tracked by Wall St. Rank hold PCTY as of Q2 2022.

  • Western Wealth Management reported no remaining Paylocity position as of Q2 2022 after selling out during the quarter.
  • Western Wealth Management sold 1,074 Paylocity shares in Q2 2022, an estimated $220K.
  • Western Wealth Management first reported a position in Paylocity in Q1 2022 and held it in 1 quarter.
  • Western Wealth Management's Paylocity position peaked at $220K in Q1 2022.
  • 341 funds tracked by Wall St. Rank held Paylocity as of Q2 2022.

Based on Western Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.