Parisi Gray Wealth Management’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-430	Closed	-$7K	–	338
2021 Q2	$7K	Buy	+430	New	+$6.73K	﹤0.01%	489
2019 Q1	–	Sell	-1,596	Closed	-$22K	–	556
2018 Q4	$22K	Hold	1,596	–	–	0.01%	296
2018 Q3	$26K	Hold	1,596	–	–	0.02%	306
2018 Q2	$26K	Hold	1,596	–	–	0.02%	318
2018 Q1	$26K	Hold	1,596	–	–	0.02%	310
2017 Q4	$29K	Buy	+1,596	New	+$28.3K	0.02%	302

Other funds holding JRI

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

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

Parisi Gray Wealth Management sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q3 2021, closing a stake of 430 shares — an estimated $7K sold.

Parisi Gray Wealth Management first reported a position in JRI in Q4 2017 and held it in 6 quarters. The position peaked at $29K in Q4 2017. 71 funds tracked by Wall St. Rank hold JRI as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 430 Nuveen Real Asset Income & Growth Fund shares in Q3 2021, an estimated $7K.
Parisi Gray Wealth Management first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2017 and held it in 6 quarters.
Parisi Gray Wealth Management's Nuveen Real Asset Income & Growth Fund position peaked at $29K in Q4 2017.
71 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q3 2021.

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