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Parisi Gray Wealth Management’s ATI ATI Stock Holding History

Parisi Gray Wealth Management’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-798
Closed -$20K – 142
2019
Q1 		$20K Hold
798
– – 0.01% 306
2018
Q4 		$18K Sell
798
-577
-42% -$15K 0.01% 323
2018
Q3 		$41K Sell
1,375
-649
-32% -$17.5K 0.03% 250
2018
Q2 		$52K Hold
2,024
– – 0.03% 226
2018
Q1 		$48K Buy
2,024
+1,456
+256% +$39.1K 0.04% 218
2017
Q4 		$15K Buy
+568
New +$13.5K 0.01% 382

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Capital International Investors
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FCM
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return