Parisi Gray Wealth Management’s Gartner IT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-49	Closed	-$6K	–	632
2017 Q4	$6K	Buy	+49	New	+$5.95K	﹤0.01%	519

Other funds holding IT

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

ACM

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

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

Parisi Gray Wealth Management sold out of Gartner (IT) in Q1 2018, closing a stake of 49 shares — an estimated $6K sold.

Parisi Gray Wealth Management first reported a position in IT in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 439 funds tracked by Wall St. Rank hold IT as of Q1 2018.

Parisi Gray Wealth Management reported no remaining Gartner position as of Q1 2018 after selling out during the quarter.
Parisi Gray Wealth Management sold 49 Gartner shares in Q1 2018, an estimated $6K.
Parisi Gray Wealth Management first reported a position in Gartner in Q4 2017 and held it in 1 quarter.
Parisi Gray Wealth Management's Gartner position peaked at $6K in Q4 2017.
439 funds tracked by Wall St. Rank held Gartner as of Q1 2018.

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