GWMIA
PE

Global Wealth Management Investment Advisory’s PARSLEY ENERGY INC PE Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio PE Stock Details PE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-300
Closed -$3K – 673
2020
Q2 		$3K Buy
+300
New +$2.78K ﹤0.01% 498
2020
Q1 		– Sell
-800
Closed -$15K – 683
2019
Q4 		$15K Hold
800
– – 0.01% 303
2019
Q3 		$13K Hold
800
– – 0.01% 299
2019
Q2 		$15K Buy
+800
New +$15.3K 0.01% 320

Other funds holding PE

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Wealth Management Investment Advisory's PE Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of PARSLEY ENERGY INC (PE) in Q3 2020, closing a stake of 300 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in PE in Q2 2019 and held it in 4 quarters. The position peaked at $15K in Q4 2019. 328 funds tracked by Wall St. Rank hold PE as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining PARSLEY ENERGY INC position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 300 PARSLEY ENERGY INC shares in Q3 2020, an estimated $3K.
  • Global Wealth Management Investment Advisory first reported a position in PARSLEY ENERGY INC in Q2 2019 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's PARSLEY ENERGY INC position peaked at $15K in Q4 2019.
  • 328 funds tracked by Wall St. Rank held PARSLEY ENERGY INC as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.