Parisi Gray Wealth Management’s TCW Strategic Income Fund TSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,000	Closed	-$24K	–	515
2021 Q2	$24K	Buy	+4,000	New	+$23.1K	0.01%	363
2019 Q2	–	Sell	-4,000	Closed	-$22K	–	424
2019 Q1	$22K	Hold	4,000	–	–	0.01%	303
2018 Q4	$21K	Hold	4,000	–	–	0.01%	305
2018 Q3	$22K	Hold	4,000	–	–	0.01%	323
2018 Q2	$22K	Hold	4,000	–	–	0.01%	333
2018 Q1	$22K	Hold	4,000	–	–	0.02%	326
2017 Q4	$23K	Buy	+4,000	New	+$22.6K	0.02%	331

Other funds holding TSI

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

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

Parisi Gray Wealth Management sold out of TCW Strategic Income Fund (TSI) in Q3 2021, closing a stake of 4,000 shares — an estimated $24K sold.

Parisi Gray Wealth Management first reported a position in TSI in Q4 2017 and held it in 7 quarters. The position peaked at $24K in Q2 2021. 67 funds tracked by Wall St. Rank hold TSI as of Q3 2021.

Parisi Gray Wealth Management reported no remaining TCW Strategic Income Fund position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 4,000 TCW Strategic Income Fund shares in Q3 2021, an estimated $24K.
Parisi Gray Wealth Management first reported a position in TCW Strategic Income Fund in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's TCW Strategic Income Fund position peaked at $24K in Q2 2021.
67 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q3 2021.

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