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Nachman Norwood & Parrott’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Nachman Norwood & Parrott’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-71
Closed -$3K – 446
2020
Q3 		$3K Buy
+71
New +$2.82K ﹤0.01% 1030

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Nachman Norwood & Parrott sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2020, closing a stake of 71 shares — an estimated $3K sold.

Nachman Norwood & Parrott first reported a position in DGRO in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 583 funds tracked by Wall St. Rank hold DGRO as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining iShares Core Dividend Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 71 iShares Core Dividend Growth ETF shares in Q4 2020, an estimated $3K.
  • Nachman Norwood & Parrott first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's iShares Core Dividend Growth ETF position peaked at $3K in Q3 2020.
  • 583 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2020.

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