Nachman Norwood & Parrott’s Ventas VTR Stock Holding History

Nachman Norwood & Parrott’s Portfolio VTR Stock Details VTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-895	Closed	-$38K	–	1025
2020 Q3	$38K	Buy	+895	New	+$35.8K	0.01%	503

Other funds holding VTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Nachman Norwood & Parrott sold out of Ventas (VTR) in Q4 2020, closing a stake of 895 shares — an estimated $38K sold.

Nachman Norwood & Parrott first reported a position in VTR in Q3 2020 and held it in 1 quarter. The position peaked at $38K in Q3 2020. 623 funds tracked by Wall St. Rank hold VTR as of Q4 2020.

Nachman Norwood & Parrott reported no remaining Ventas position as of Q4 2020 after selling out during the quarter.
Nachman Norwood & Parrott sold 895 Ventas shares in Q4 2020, an estimated $38K.
Nachman Norwood & Parrott first reported a position in Ventas in Q3 2020 and held it in 1 quarter.
Nachman Norwood & Parrott's Ventas position peaked at $38K in Q3 2020.
623 funds tracked by Wall St. Rank held Ventas as of Q4 2020.

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