PGWM
AET

Parisi Gray Wealth Management’s Aetna Inc AET Stock Holding History

Parisi Gray Wealth Management’s Portfolio AET Stock Details AET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,576
Closed -$1.13M – 625
2018
Q3 		$1.13M Hold
5,576
– – 0.7% 34
2018
Q2 		$1.04M Hold
5,576
– – 0.69% 35
2018
Q1 		$941K Hold
5,576
– – 0.72% 33
2017
Q4 		$1.01M Buy
+5,576
New +$958K 0.75% 32

Other funds holding AET

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Parisi Gray Wealth Management's AET Position: Q4 2018 in Review

Parisi Gray Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 5,576 shares — an estimated $1.13M sold.

Parisi Gray Wealth Management first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $1.13M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Parisi Gray Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 5,576 Aetna Inc shares in Q4 2018, an estimated $1.13M.
  • Parisi Gray Wealth Management first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Parisi Gray Wealth Management's Aetna Inc position peaked at $1.13M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.