PGWM
DBD

Parisi Gray Wealth Management’s Diebold Nixdorf Incorporated DBD Stock Holding History

Parisi Gray Wealth Management’s Portfolio DBD Stock Details DBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-800
Closed -$4K – 617
2018
Q3 		$4K Hold
800
– – ﹤0.01% 508
2018
Q2 		$10K Hold
800
– – 0.01% 421
2018
Q1 		$12K Buy
800
+300
+60% +$5.01K 0.01% 414
2017
Q4 		$9K Buy
+500
New +$9.67K 0.01% 477

Other funds holding DBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return
AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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

Parisi Gray Wealth Management sold out of Diebold Nixdorf Incorporated (DBD) in Q4 2018, closing a stake of 800 shares — an estimated $4K sold.

Parisi Gray Wealth Management first reported a position in DBD in Q4 2017 and held it in 4 quarters. The position peaked at $12K in Q1 2018. 197 funds tracked by Wall St. Rank hold DBD as of Q4 2018.

  • Parisi Gray Wealth Management reported no remaining Diebold Nixdorf Incorporated position as of Q4 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 800 Diebold Nixdorf Incorporated shares in Q4 2018, an estimated $4K.
  • Parisi Gray Wealth Management first reported a position in Diebold Nixdorf Incorporated in Q4 2017 and held it in 4 quarters.
  • Parisi Gray Wealth Management's Diebold Nixdorf Incorporated position peaked at $12K in Q1 2018.
  • 197 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q4 2018.

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