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Parisi Gray Wealth Management’s Lithia Motors LAD Stock Holding History

Parisi Gray Wealth Management’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-43
Closed -$5K – 636
2017
Q4 		$5K Buy
+43
New +$5K ﹤0.01% 540

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PWAM
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Goldman Sachs
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Boston Partners
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Parisi Gray Wealth Management sold out of Lithia Motors (LAD) in Q1 2018, closing a stake of 43 shares — an estimated $5K sold.

Parisi Gray Wealth Management first reported a position in LAD in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 254 funds tracked by Wall St. Rank hold LAD as of Q1 2018.

  • Parisi Gray Wealth Management reported no remaining Lithia Motors position as of Q1 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 43 Lithia Motors shares in Q1 2018, an estimated $5K.
  • Parisi Gray Wealth Management first reported a position in Lithia Motors in Q4 2017 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Lithia Motors position peaked at $5K in Q4 2017.
  • 254 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2018.

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