Parisi Gray Wealth Management’s BP BP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-78	Closed	-$2K	–	187
2021 Q2	$2K	Buy	+78	New	+$2.04K	﹤0.01%	551
2019 Q2	–	Sell	-1,094	Closed	-$47K	–	155
2019 Q1	$47K	Sell	1,094 -16	-1%	-$656	0.03%	224
2018 Q4	$41K	Sell	1,110 -17	-2%	-$679	0.03%	229
2018 Q3	$50K	Sell	1,127 -16	-1%	-$669	0.03%	225
2018 Q2	$49K	Sell	1,143 -15	-1%	-$630	0.03%	234
2018 Q1	$44K	Sell	1,158 -17	-1%	-$640	0.03%	235
2017 Q4	$46K	Buy	+1,175	New	+$42.6K	0.03%	229

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Parisi Gray Wealth Management sold out of BP (BP) in Q3 2021, closing a stake of 78 shares — an estimated $2K sold.

Parisi Gray Wealth Management first reported a position in BP in Q4 2017 and held it in 7 quarters. The position peaked at $50K in Q3 2018. 963 funds tracked by Wall St. Rank hold BP as of Q3 2021.

Parisi Gray Wealth Management reported no remaining BP position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 78 BP shares in Q3 2021, an estimated $2K.
Parisi Gray Wealth Management first reported a position in BP in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's BP position peaked at $50K in Q3 2018.
963 funds tracked by Wall St. Rank held BP as of Q3 2021.

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