NNP
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Nachman Norwood & Parrott’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Nachman Norwood & Parrott’s Portfolio DIA Stock Details DIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-50
Closed -$14K – 451
2020
Q3 		$14K Buy
+50
New +$13.7K ﹤0.01% 690

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Nachman Norwood & Parrott sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2020, closing a stake of 50 shares — an estimated $14K sold.

Nachman Norwood & Parrott first reported a position in DIA in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 852 funds tracked by Wall St. Rank hold DIA as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 50 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2020, an estimated $14K.
  • Nachman Norwood & Parrott first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $14K in Q3 2020.
  • 852 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2020.

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