Parisi Gray Wealth Management’s Wells Fargo WFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-225	Closed	-$10K	–	556
2021 Q2	$10K	Buy	+225	New	+$10K	﹤0.01%	453
2019 Q2	–	Sell	-3,992	Closed	-$193K	–	458
2019 Q1	$193K	Sell	3,992 -739	-16%	-$36.3K	0.12%	97
2018 Q4	$217K	Sell	4,731 -103	-2%	-$5.28K	0.15%	91
2018 Q3	$255K	Buy	4,834 +203	+4%	+$11.6K	0.16%	94
2018 Q2	$259K	Sell	4,631 -386	-8%	-$20.7K	0.17%	97
2018 Q1	$261K	Sell	5,017 -293	-6%	-$17.4K	0.2%	91
2017 Q4	$324K	Buy	+5,310	New	+$300K	0.24%	86

Other funds holding WFC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Parisi Gray Wealth Management sold out of Wells Fargo (WFC) in Q3 2021, closing a stake of 225 shares — an estimated $10K sold.

Parisi Gray Wealth Management first reported a position in WFC in Q4 2017 and held it in 7 quarters. The position peaked at $324K in Q4 2017. 1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Wells Fargo position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 225 Wells Fargo shares in Q3 2021, an estimated $10K.
Parisi Gray Wealth Management first reported a position in Wells Fargo in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Wells Fargo position peaked at $324K in Q4 2017.
1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

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