Parisi Gray Wealth Management’s Regal Rexnord RRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-565	Closed	-$75K	–	456
2021 Q2	$75K	Buy	+565	New	+$79.7K	0.03%	254
2019 Q2	–	Sell	-565	Closed	-$46K	–	369
2019 Q1	$46K	Hold	565	–	–	0.03%	229
2018 Q4	$40K	Hold	565	–	–	0.03%	234
2018 Q3	$47K	Hold	565	–	–	0.03%	234
2018 Q2	$45K	Hold	565	–	–	0.03%	247
2018 Q1	$40K	Hold	565	–	–	0.03%	250
2017 Q4	$44K	Buy	+565	New	+$44K	0.03%	234

Other funds holding RRX

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Parisi Gray Wealth Management sold out of Regal Rexnord (RRX) in Q3 2021, closing a stake of 565 shares — an estimated $75K sold.

Parisi Gray Wealth Management first reported a position in RRX in Q4 2017 and held it in 7 quarters. The position peaked at $75K in Q2 2021. 341 funds tracked by Wall St. Rank hold RRX as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Regal Rexnord position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 565 Regal Rexnord shares in Q3 2021, an estimated $75K.
Parisi Gray Wealth Management first reported a position in Regal Rexnord in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Regal Rexnord position peaked at $75K in Q2 2021.
341 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2021.

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