Nachman Norwood & Parrott’s iShares Future Exponential Technologies ETF XT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,240	Closed	-$60K	–	1071
2020 Q3	$60K	Buy	+1,240	New	+$59.3K	0.01%	406

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Nachman Norwood & Parrott sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2020, closing a stake of 1,240 shares — an estimated $60K sold.

Nachman Norwood & Parrott first reported a position in XT in Q3 2020 and held it in 1 quarter. The position peaked at $60K in Q3 2020. 184 funds tracked by Wall St. Rank hold XT as of Q4 2020.

Nachman Norwood & Parrott reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2020 after selling out during the quarter.
Nachman Norwood & Parrott sold 1,240 iShares Future Exponential Technologies ETF shares in Q4 2020, an estimated $60K.
Nachman Norwood & Parrott first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and held it in 1 quarter.
Nachman Norwood & Parrott's iShares Future Exponential Technologies ETF position peaked at $60K in Q3 2020.
184 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2020.

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