Parisi Gray Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-700	Closed	-$52K	–	377
2021 Q2	$52K	Buy	+700	New	+$51K	0.02%	295
2019 Q2	–	Sell	-700	Closed	-$33K	–	312
2019 Q1	$33K	Hold	700	–	–	0.02%	259
2018 Q4	$29K	Hold	700	–	–	0.02%	275
2018 Q3	$33K	Hold	700	–	–	0.02%	282
2018 Q2	$31K	Hold	700	–	–	0.02%	296
2018 Q1	$29K	Hold	700	–	–	0.02%	297
2017 Q4	$30K	Buy	+700	New	+$28.9K	0.02%	293

Other funds holding MOAT

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

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

Parisi Gray Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2021, closing a stake of 700 shares — an estimated $52K sold.

Parisi Gray Wealth Management first reported a position in MOAT in Q4 2017 and held it in 7 quarters. The position peaked at $52K in Q2 2021. 308 funds tracked by Wall St. Rank hold MOAT as of Q3 2021.

Parisi Gray Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 700 VanEck Morningstar Wide Moat ETF shares in Q3 2021, an estimated $52K.
Parisi Gray Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $52K in Q2 2021.
308 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2021.

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