PGWM
USAS

Parisi Gray Wealth Management’s Americas Gold and Silver USAS Stock Holding History

Parisi Gray Wealth Management’s Portfolio USAS Stock Details USAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-290
Closed -$2K – 609
2018
Q3 		$2K Hold
290
– – ﹤0.01% 551
2018
Q2 		$2K Buy
+290
New +$2.58K ﹤0.01% 574

Other funds holding USAS

ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Parisi Gray Wealth Management's USAS Position: Q4 2018 in Review

Parisi Gray Wealth Management sold out of Americas Gold and Silver (USAS) in Q4 2018, closing a stake of 290 shares — an estimated $2K sold.

Parisi Gray Wealth Management first reported a position in USAS in Q2 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 22 funds tracked by Wall St. Rank hold USAS as of Q4 2018.

  • Parisi Gray Wealth Management reported no remaining Americas Gold and Silver position as of Q4 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 290 Americas Gold and Silver shares in Q4 2018, an estimated $2K.
  • Parisi Gray Wealth Management first reported a position in Americas Gold and Silver in Q2 2018 and held it in 2 quarters.
  • Parisi Gray Wealth Management's Americas Gold and Silver position peaked at $2K in Q3 2018.
  • 22 funds tracked by Wall St. Rank held Americas Gold and Silver as of Q4 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.