NNP
PFM icon

Nachman Norwood & Parrott’s Invesco Dividend Achievers ETF PFM Stock Holding History

Nachman Norwood & Parrott’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-872
Closed -$26K – 807
2020
Q3 		$26K Buy
+872
New +$26.1K ﹤0.01% 572

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

Nachman Norwood & Parrott sold out of Invesco Dividend Achievers ETF (PFM) in Q4 2020, closing a stake of 872 shares — an estimated $26K sold.

Nachman Norwood & Parrott first reported a position in PFM in Q3 2020 and held it in 1 quarter. The position peaked at $26K in Q3 2020. 95 funds tracked by Wall St. Rank hold PFM as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Invesco Dividend Achievers ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 872 Invesco Dividend Achievers ETF shares in Q4 2020, an estimated $26K.
  • Nachman Norwood & Parrott first reported a position in Invesco Dividend Achievers ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Invesco Dividend Achievers ETF position peaked at $26K in Q3 2020.
  • 95 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2020.

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