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Nachman Norwood & Parrott’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Nachman Norwood & Parrott’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-242
Closed -$14K – 305
2020
Q3 		$14K Buy
+242
New +$14K ﹤0.01% 688

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Nachman Norwood & Parrott sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2020, closing a stake of 242 shares — an estimated $14K sold.

Nachman Norwood & Parrott first reported a position in AOA in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 206 funds tracked by Wall St. Rank hold AOA as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 242 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2020, an estimated $14K.
  • Nachman Norwood & Parrott first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's iShares Core 80/20 Aggressive Allocation ETF position peaked at $14K in Q3 2020.
  • 206 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2020.

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