Parisi Gray Wealth Management’s Prudential PUK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-556	Closed	-$22K	–	356
2019 Q1	$22K	Hold	556	–	–	0.01%	302
2018 Q4	$19K	Hold	556	–	–	0.01%	321
2018 Q3	$25K	Hold	556	–	–	0.02%	313
2018 Q2	$25K	Hold	556	–	–	0.02%	320
2018 Q1	$27K	Hold	556	–	–	0.02%	307
2017 Q4	$27K	Buy	+556	New	+$26.5K	0.02%	317

Other funds holding PUK

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Parisi Gray Wealth Management's PUK Position: Q2 2019 in Review

Parisi Gray Wealth Management sold out of Prudential (PUK) in Q2 2019, closing a stake of 556 shares — an estimated $22K sold.

Parisi Gray Wealth Management first reported a position in PUK in Q4 2017 and held it in 6 quarters. The position peaked at $27K in Q1 2018. 202 funds tracked by Wall St. Rank hold PUK as of Q2 2019.

Parisi Gray Wealth Management reported no remaining Prudential position as of Q2 2019 after selling out during the quarter.
Parisi Gray Wealth Management sold 556 Prudential shares in Q2 2019, an estimated $22K.
Parisi Gray Wealth Management first reported a position in Prudential in Q4 2017 and held it in 6 quarters.
Parisi Gray Wealth Management's Prudential position peaked at $27K in Q1 2018.
202 funds tracked by Wall St. Rank held Prudential as of Q2 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.