Parisi Gray Wealth Management’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-230	Closed	-$31K	–	419
2021 Q2	$31K	Buy	+230	New	+$31.2K	0.01%	334
2019 Q2	–	Sell	-264	Closed	-$22K	–	348
2019 Q1	$22K	Sell	264 -243	-48%	-$20.6K	0.01%	301
2018 Q4	$38K	Hold	507	–	–	0.03%	242
2018 Q3	$52K	Hold	507	–	–	0.03%	221
2018 Q2	$64K	Hold	507	–	–	0.04%	196
2018 Q1	$58K	Sell	507 -3	-0.6%	-$361	0.04%	197
2017 Q4	$64K	Buy	+510	New	+$60.5K	0.05%	184

Other funds holding PII

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

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

Parisi Gray Wealth Management sold out of Polaris (PII) in Q3 2021, closing a stake of 230 shares — an estimated $31K sold.

Parisi Gray Wealth Management first reported a position in PII in Q4 2017 and held it in 7 quarters. The position peaked at $64K in Q2 2018. 477 funds tracked by Wall St. Rank hold PII as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Polaris position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 230 Polaris shares in Q3 2021, an estimated $31K.
Parisi Gray Wealth Management first reported a position in Polaris in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Polaris position peaked at $64K in Q2 2018.
477 funds tracked by Wall St. Rank held Polaris as of Q3 2021.

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