Parisi Gray Wealth Management’s BlackRock Virginia Muni Bond Trust BHV Stock Holding History

Parisi Gray Wealth Management’s Portfolio BHV Stock Details BHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-253	Closed	-$5K	–	179
2021 Q2	$5K	Buy	+253	New	+$4.37K	﹤0.01%	509

Other funds holding BHV

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

THWM

Taylor Hoffman Wealth Management Richmond, Virginia $245M AUM 26.27% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Parisi Gray Wealth Management's BHV Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of BlackRock Virginia Muni Bond Trust (BHV) in Q3 2021, closing a stake of 253 shares — an estimated $5K sold.

Parisi Gray Wealth Management first reported a position in BHV in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 15 funds tracked by Wall St. Rank hold BHV as of Q3 2021.

Parisi Gray Wealth Management reported no remaining BlackRock Virginia Muni Bond Trust position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 253 BlackRock Virginia Muni Bond Trust shares in Q3 2021, an estimated $5K.
Parisi Gray Wealth Management first reported a position in BlackRock Virginia Muni Bond Trust in Q2 2021 and held it in 1 quarter.
Parisi Gray Wealth Management's BlackRock Virginia Muni Bond Trust position peaked at $5K in Q2 2021.
15 funds tracked by Wall St. Rank held BlackRock Virginia Muni Bond Trust as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.