NNP
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Nachman Norwood & Parrott’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Nachman Norwood & Parrott’s Portfolio DWX Stock Details DWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-300
Closed -$10K – 469
2020
Q3 		$10K Buy
+300
New +$10.3K ﹤0.01% 750

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Nachman Norwood & Parrott sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2020, closing a stake of 300 shares — an estimated $10K sold.

Nachman Norwood & Parrott first reported a position in DWX in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 138 funds tracked by Wall St. Rank hold DWX as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 300 State Street SPDR S&P International Dividend ETF shares in Q4 2020, an estimated $10K.
  • Nachman Norwood & Parrott first reported a position in State Street SPDR S&P International Dividend ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's State Street SPDR S&P International Dividend ETF position peaked at $10K in Q3 2020.
  • 138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2020.

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