NNP
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Nachman Norwood & Parrott’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Nachman Norwood & Parrott’s Portfolio RWJ Stock Details RWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,175
Closed -$43K – 876
2020
Q3 		$43K Buy
+2,175
New +$43.6K 0.01% 481

Other funds holding RWJ

FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WWS
Wellington Wealth Strategies Indianapolis, Indiana $110M AUM 17.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Nachman Norwood & Parrott sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q4 2020, closing a stake of 2,175 shares — an estimated $43K sold.

Nachman Norwood & Parrott first reported a position in RWJ in Q3 2020 and held it in 1 quarter. The position peaked at $43K in Q3 2020. 70 funds tracked by Wall St. Rank hold RWJ as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 2,175 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2020, an estimated $43K.
  • Nachman Norwood & Parrott first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Invesco S&P SmallCap 600 Revenue ETF position peaked at $43K in Q3 2020.
  • 70 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2020.

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