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Parisi Gray Wealth Management’s Live Oak Bancshares LOB Stock Holding History

Parisi Gray Wealth Management’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-24
Closed -$1K – 354
2021
Q2 		$1K Buy
+24
New +$1.51K ﹤0.01% 584

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Vanguard Group
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Parisi Gray Wealth Management sold out of Live Oak Bancshares (LOB) in Q3 2021, closing a stake of 24 shares — an estimated $1K sold.

Parisi Gray Wealth Management first reported a position in LOB in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 165 funds tracked by Wall St. Rank hold LOB as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining Live Oak Bancshares position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 24 Live Oak Bancshares shares in Q3 2021, an estimated $1K.
  • Parisi Gray Wealth Management first reported a position in Live Oak Bancshares in Q2 2021 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Live Oak Bancshares position peaked at $1K in Q2 2021.
  • 165 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2021.

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