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Nachman Norwood & Parrott’s John Wiley & Sons Class A WLY Stock Holding History

Nachman Norwood & Parrott’s Portfolio WLY Stock Details WLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-82
Closed -$3K – 1044
2020
Q3 		$3K Buy
+82
New +$2.78K ﹤0.01% 1056

Other funds holding WLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

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

Nachman Norwood & Parrott sold out of John Wiley & Sons Class A (WLY) in Q4 2020, closing a stake of 82 shares — an estimated $3K sold.

Nachman Norwood & Parrott first reported a position in WLY in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 226 funds tracked by Wall St. Rank hold WLY as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining John Wiley & Sons Class A position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 82 John Wiley & Sons Class A shares in Q4 2020, an estimated $3K.
  • Nachman Norwood & Parrott first reported a position in John Wiley & Sons Class A in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's John Wiley & Sons Class A position peaked at $3K in Q3 2020.
  • 226 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2020.

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