Parisi Gray Wealth Management’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-11,300	Closed	-$205K	–	96
2022 Q2	$205K	Buy	+11,300	New	+$202K	0.11%	98
2022 Q1	–	Sell	-12,041	Closed	-$262K	–	128
2021 Q4	$262K	Sell	12,041 -34,836	-74%	-$743K	0.1%	109
2021 Q3	$1.01M	Buy	46,877 +23,702	+102%	+$533K	0.42%	50
2021 Q2	$518K	Buy	23,175 +941	+4%	+$21.1K	0.19%	87
2021 Q1	$493K	Buy	22,234 +845	+4%	+$18.4K	0.21%	83
2020 Q4	$466K	Buy	21,389 +4,033	+23%	+$85.6K	0.21%	84
2020 Q3	$359K	Sell	17,356 -920	-5%	-$19.3K	0.19%	84
2020 Q2	$372K	Buy	18,276 +174	+1%	+$3.45K	0.21%	75
2020 Q1	$348K	Buy	+18,102	New	+$379K	0.25%	71

Other funds holding MMD

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

Bank of America

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return