Parisi Gray Wealth Management’s Ryder R Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$201K	Buy	+762	New	+$186K	0.04%	150
2021 Q3	–	Sell	-1,743	Closed	-$130K	–	437
2021 Q2	$130K	Buy	+1,743	New	+$138K	0.05%	166
2019 Q2	–	Sell	-207	Closed	-$13K	–	360
2019 Q1	$13K	Sell	207 -48	-19%	-$2.81K	0.01%	360
2018 Q4	$12K	Sell	255 -186	-42%	-$10.7K	0.01%	365
2018 Q3	$32K	Hold	441	–	–	0.02%	286
2018 Q2	$32K	Hold	441	–	–	0.02%	291
2018 Q1	$32K	Buy	441 +93	+27%	+$7.49K	0.02%	282
2017 Q4	$30K	Buy	+348	New	+$28.4K	0.02%	296

Other funds holding R

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return