Parisi Gray Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-152	Closed	-$8K	–	339
2021 Q2	$8K	Buy	+152	New	+$8.11K	﹤0.01%	474
2019 Q2	–	Sell	-150	Closed	-$6K	–	281
2019 Q1	$6K	Hold	150	–	–	﹤0.01%	434
2018 Q4	$6K	Hold	150	–	–	﹤0.01%	446
2018 Q3	$7K	Hold	150	–	–	﹤0.01%	444
2018 Q2	$7K	Sell	150 -188	-56%	-$9.18K	﹤0.01%	457
2018 Q1	$16K	Buy	338 +188	+125%	+$9.34K	0.01%	370
2017 Q4	$7K	Buy	+150	New	+$6.9K	0.01%	496

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

Parisi Gray Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2021, closing a stake of 152 shares — an estimated $8K sold.

Parisi Gray Wealth Management first reported a position in KBE in Q4 2017 and held it in 7 quarters. The position peaked at $16K in Q1 2018. 262 funds tracked by Wall St. Rank hold KBE as of Q3 2021.

Parisi Gray Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 152 State Street SPDR S&P Bank ETF shares in Q3 2021, an estimated $8K.
Parisi Gray Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's State Street SPDR S&P Bank ETF position peaked at $16K in Q1 2018.
262 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2021.

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