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Nachman Norwood & Parrott’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Nachman Norwood & Parrott’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-323
Closed -$24K – 286
2020
Q3 		$24K Buy
+323
New +$24.6K ﹤0.01% 583

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

Nachman Norwood & Parrott sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2020, closing a stake of 323 shares — an estimated $24K sold.

Nachman Norwood & Parrott first reported a position in AIVL in Q3 2020 and held it in 1 quarter. The position peaked at $24K in Q3 2020. 130 funds tracked by Wall St. Rank hold AIVL as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 323 WisdomTree US AI Enhanced Value Fund shares in Q4 2020, an estimated $24K.
  • Nachman Norwood & Parrott first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's WisdomTree US AI Enhanced Value Fund position peaked at $24K in Q3 2020.
  • 130 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2020.

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