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Wipfli Financial Advisors’s Paylocity PCTY Stock Holding History

Wipfli Financial 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
2022
Q3 		$445K Buy
+1,844
New +$424K 0.03% 252

Other funds holding PCTY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wipfli Financial Advisors's PCTY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Paylocity (PCTY) in Q3 2022: 1,844 shares worth $445K. The stake represents 0.03% of the portfolio and ranks #252 among its holdings.

387 funds tracked by Wall St. Rank hold PCTY as of Q3 2022.

  • Wipfli Financial Advisors held 1,844 shares of Paylocity worth $445K as of Q3 2022.
  • Paylocity was a new Wipfli Financial Advisors position in Q3 2022.
  • Paylocity made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #252 holding.
  • 387 funds tracked by Wall St. Rank held Paylocity as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.