Parisi Gray Wealth Management’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-26,000	Closed	-$539K	–	136
2021 Q3	$539K	Hold	26,000	–	–	0.22%	79
2021 Q2	$569K	Hold	26,000	–	–	0.21%	80
2021 Q1	$546K	Hold	26,000	–	–	0.23%	76
2020 Q4	$514K	Buy	26,000 +6,000	+30%	+$113K	0.23%	78
2020 Q3	$355K	Hold	20,000	–	–	0.18%	85
2020 Q2	$354K	Buy	20,000 +9,000	+82%	+$148K	0.2%	81
2020 Q1	$164K	Buy	+11,000	New	+$207K	0.12%	96

Parisi Gray Wealth Management's GGM Position: Q4 2021 in Review

Parisi Gray Wealth Management sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q4 2021, closing a stake of 26,000 shares — an estimated $539K sold.

Parisi Gray Wealth Management first reported a position in GGM in Q1 2020 and held it in 7 quarters. The position peaked at $569K in Q2 2021. 0 funds tracked by Wall St. Rank hold GGM as of Q4 2021.

Parisi Gray Wealth Management reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q4 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 26,000 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q4 2021, an estimated $539K.
Parisi Gray Wealth Management first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q1 2020 and held it in 7 quarters.
Parisi Gray Wealth Management's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $569K in Q2 2021.
0 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q4 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.