NNP
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Nachman Norwood & Parrott’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Nachman Norwood & Parrott’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-993
Closed -$105K – 1065
2020
Q3 		$105K Buy
+993
New +$105K 0.01% 335

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 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

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

Nachman Norwood & Parrott sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2020, closing a stake of 993 shares — an estimated $105K sold.

Nachman Norwood & Parrott first reported a position in XLV in Q3 2020 and held it in 1 quarter. The position peaked at $105K in Q3 2020. 1,167 funds tracked by Wall St. Rank hold XLV as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 993 State Street Health Care Select Sector SPDR ETF shares in Q4 2020, an estimated $105K.
  • Nachman Norwood & Parrott first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's State Street Health Care Select Sector SPDR ETF position peaked at $105K in Q3 2020.
  • 1,167 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2020.

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