Nachman Norwood & Parrott’s Block Inc XYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-382	Closed	-$62K	–	1084
2020 Q3	$62K	Buy	+382	New	+$53.9K	0.01%	399

Other funds holding XYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Nachman Norwood & Parrott sold out of Block Inc (XYZ) in Q4 2020, closing a stake of 382 shares — an estimated $62K sold.

Nachman Norwood & Parrott first reported a position in XYZ in Q3 2020 and held it in 1 quarter. The position peaked at $62K in Q3 2020. 1,244 funds tracked by Wall St. Rank hold XYZ as of Q4 2020.

Nachman Norwood & Parrott reported no remaining Block Inc position as of Q4 2020 after selling out during the quarter.
Nachman Norwood & Parrott sold 382 Block Inc shares in Q4 2020, an estimated $62K.
Nachman Norwood & Parrott first reported a position in Block Inc in Q3 2020 and held it in 1 quarter.
Nachman Norwood & Parrott's Block Inc position peaked at $62K in Q3 2020.
1,244 funds tracked by Wall St. Rank held Block Inc as of Q4 2020.

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