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Nachman Norwood & Parrott’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Nachman Norwood & Parrott’s Portfolio PZA Stock Details PZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4,064
Closed -$108K – 836
2020
Q3 		$108K Buy
+4,064
New +$109K 0.01% 330

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Nachman Norwood & Parrott sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2020, closing a stake of 4,064 shares — an estimated $108K sold.

Nachman Norwood & Parrott first reported a position in PZA in Q3 2020 and held it in 1 quarter. The position peaked at $108K in Q3 2020. 177 funds tracked by Wall St. Rank hold PZA as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 4,064 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2020, an estimated $108K.
  • Nachman Norwood & Parrott first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Invesco National AMT-Free Municipal Bond ETF position peaked at $108K in Q3 2020.
  • 177 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2020.

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