Nachman Norwood & Parrott’s Paylocity PCTY Stock Holding History

Nachman Norwood & Parrott’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
2020 Q4	–	Sell	-55	Closed	-$9K	–	800
2020 Q3	$9K	Buy	+55	New	+$7.74K	﹤0.01%	784

Other funds holding PCTY

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

ASP

Adams Street Partners Chicago, Illinois $443M AUM 49.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nachman Norwood & Parrott's PCTY Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Paylocity (PCTY) in Q4 2020, closing a stake of 55 shares — an estimated $9K sold.

Nachman Norwood & Parrott first reported a position in PCTY in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 318 funds tracked by Wall St. Rank hold PCTY as of Q4 2020.

Nachman Norwood & Parrott reported no remaining Paylocity position as of Q4 2020 after selling out during the quarter.
Nachman Norwood & Parrott sold 55 Paylocity shares in Q4 2020, an estimated $9K.
Nachman Norwood & Parrott first reported a position in Paylocity in Q3 2020 and held it in 1 quarter.
Nachman Norwood & Parrott's Paylocity position peaked at $9K in Q3 2020.
318 funds tracked by Wall St. Rank held Paylocity as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.