Parisi Gray Wealth Management’s Warner Bros WBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-600	Closed	-$15K	–	580
2018 Q4	$15K	Hold	600	–	–	0.01%	345
2018 Q3	$19K	Hold	600	–	–	0.01%	338
2018 Q2	$17K	Hold	600	–	–	0.01%	356
2018 Q1	$13K	Hold	600	–	–	0.01%	397
2017 Q4	$14K	Buy	+600	New	+$11.7K	0.01%	395

Other funds holding WBD

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Parisi Gray Wealth Management's WBD Position: Q1 2019 in Review

Parisi Gray Wealth Management sold out of Warner Bros (WBD) in Q1 2019, closing a stake of 600 shares — an estimated $15K sold.

Parisi Gray Wealth Management first reported a position in WBD in Q4 2017 and held it in 5 quarters. The position peaked at $19K in Q3 2018. 511 funds tracked by Wall St. Rank hold WBD as of Q1 2019.

Parisi Gray Wealth Management reported no remaining Warner Bros position as of Q1 2019 after selling out during the quarter.
Parisi Gray Wealth Management sold 600 Warner Bros shares in Q1 2019, an estimated $15K.
Parisi Gray Wealth Management first reported a position in Warner Bros in Q4 2017 and held it in 5 quarters.
Parisi Gray Wealth Management's Warner Bros position peaked at $19K in Q3 2018.
511 funds tracked by Wall St. Rank held Warner Bros as of Q1 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.