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YorkBridge Wealth Partners’s Paylocity PCTY Stock Holding History

YorkBridge Wealth 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
2022
Q2 		– Sell
-991
Closed -$204K – 290
2022
Q1 		$204K Buy
+991
New +$201K 0.04% 281

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WA
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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
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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

YorkBridge Wealth Partners's PCTY Position: Q2 2022 in Review

YorkBridge Wealth Partners sold out of Paylocity (PCTY) in Q2 2022, closing a stake of 991 shares — an estimated $204K sold.

YorkBridge Wealth Partners first reported a position in PCTY in Q1 2022 and held it in 1 quarter. The position peaked at $204K in Q1 2022. 341 funds tracked by Wall St. Rank hold PCTY as of Q2 2022.

  • YorkBridge Wealth Partners reported no remaining Paylocity position as of Q2 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 991 Paylocity shares in Q2 2022, an estimated $204K.
  • YorkBridge Wealth Partners first reported a position in Paylocity in Q1 2022 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Paylocity position peaked at $204K in Q1 2022.
  • 341 funds tracked by Wall St. Rank held Paylocity as of Q2 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2022, filed 15 Jul 2022.