Parisi Gray Wealth Management’s Broadridge BR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-95	Closed	-$9K	–	612
2017 Q4	$9K	Buy	+95	New	+$8.29K	0.01%	464

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Parisi Gray Wealth Management's BR Position: Q1 2018 in Review

Parisi Gray Wealth Management sold out of Broadridge (BR) in Q1 2018, closing a stake of 95 shares — an estimated $9K sold.

Parisi Gray Wealth Management first reported a position in BR in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 629 funds tracked by Wall St. Rank hold BR as of Q1 2018.

Parisi Gray Wealth Management reported no remaining Broadridge position as of Q1 2018 after selling out during the quarter.
Parisi Gray Wealth Management sold 95 Broadridge shares in Q1 2018, an estimated $9K.
Parisi Gray Wealth Management first reported a position in Broadridge in Q4 2017 and held it in 1 quarter.
Parisi Gray Wealth Management's Broadridge position peaked at $9K in Q4 2017.
629 funds tracked by Wall St. Rank held Broadridge as of Q1 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2018, filed 11 May 2018.