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Nachman Norwood & Parrott’s WisdomTree True Developed International Fund DOL Stock Holding History

Nachman Norwood & Parrott’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,853
Closed -$77K – 461
2020
Q3 		$77K Buy
+1,853
New +$78.4K 0.01% 370

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Nachman Norwood & Parrott sold out of WisdomTree True Developed International Fund (DOL) in Q4 2020, closing a stake of 1,853 shares — an estimated $77K sold.

Nachman Norwood & Parrott first reported a position in DOL in Q3 2020 and held it in 1 quarter. The position peaked at $77K in Q3 2020. 72 funds tracked by Wall St. Rank hold DOL as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining WisdomTree True Developed International Fund position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 1,853 WisdomTree True Developed International Fund shares in Q4 2020, an estimated $77K.
  • Nachman Norwood & Parrott first reported a position in WisdomTree True Developed International Fund in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's WisdomTree True Developed International Fund position peaked at $77K in Q3 2020.
  • 72 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2020.

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