Parisi Gray Wealth Management’s Simon Property Group SPG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-500	Closed	-$91K	–	401
2019 Q1	$91K	Hold	500	–	–	0.06%	144
2018 Q4	$84K	Hold	500	–	–	0.06%	143
2018 Q3	$88K	Hold	500	–	–	0.05%	151
2018 Q2	$86K	Hold	500	–	–	0.06%	155
2018 Q1	$77K	Hold	500	–	–	0.06%	163
2017 Q4	$86K	Buy	+500	New	+$81.2K	0.06%	153

Other funds holding SPG

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Parisi Gray Wealth Management sold out of Simon Property Group (SPG) in Q2 2019, closing a stake of 500 shares — an estimated $91K sold.

Parisi Gray Wealth Management first reported a position in SPG in Q4 2017 and held it in 6 quarters. The position peaked at $91K in Q1 2019. 770 funds tracked by Wall St. Rank hold SPG as of Q2 2019.

Parisi Gray Wealth Management reported no remaining Simon Property Group position as of Q2 2019 after selling out during the quarter.
Parisi Gray Wealth Management sold 500 Simon Property Group shares in Q2 2019, an estimated $91K.
Parisi Gray Wealth Management first reported a position in Simon Property Group in Q4 2017 and held it in 6 quarters.
Parisi Gray Wealth Management's Simon Property Group position peaked at $91K in Q1 2019.
770 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2019.

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