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Parisi Gray Wealth Management’s UWM Holdings UWMC Stock Holding History

Parisi Gray Wealth Management’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-97
Closed -$1K – 530
2021
Q2 		$1K Buy
+97
New +$812 ﹤0.01% 597

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Parisi Gray Wealth Management sold out of UWM Holdings (UWMC) in Q3 2021, closing a stake of 97 shares — an estimated $1K sold.

Parisi Gray Wealth Management first reported a position in UWMC in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 137 funds tracked by Wall St. Rank hold UWMC as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining UWM Holdings position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 97 UWM Holdings shares in Q3 2021, an estimated $1K.
  • Parisi Gray Wealth Management first reported a position in UWM Holdings in Q2 2021 and held it in 1 quarter.
  • Parisi Gray Wealth Management's UWM Holdings position peaked at $1K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2021.

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