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Nachman Norwood & Parrott’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Nachman Norwood & Parrott’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,440
Closed -$34K – 826
2020
Q3 		$34K Buy
+1,440
New +$34.1K ﹤0.01% 523

Other funds holding PRFZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

Nachman Norwood & Parrott sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2020, closing a stake of 1,440 shares — an estimated $34K sold.

Nachman Norwood & Parrott first reported a position in PRFZ in Q3 2020 and held it in 1 quarter. The position peaked at $34K in Q3 2020. 174 funds tracked by Wall St. Rank hold PRFZ as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 1,440 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2020, an estimated $34K.
  • Nachman Norwood & Parrott first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $34K in Q3 2020.
  • 174 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2020.

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