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Parisi Gray Wealth Management’s Block Inc XYZ Stock Holding History

Parisi Gray Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-326
Closed -$79K – 580
2021
Q2 		$79K Buy
+326
New +$75.6K 0.03% 246
2019
Q2 		– Sell
-316
Closed -$24K – 479
2019
Q1 		$24K Hold
316
– – 0.02% 293
2018
Q4 		$18K Hold
316
– – 0.01% 327
2018
Q3 		$31K Buy
316
+249
+372% +$19.2K 0.02% 292
2018
Q2 		$4K Hold
67
– – ﹤0.01% 524
2018
Q1 		$3K Hold
67
– – ﹤0.01% 555
2017
Q4 		$2K Buy
+67
New +$2.45K ﹤0.01% 621

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Parisi Gray Wealth Management sold out of Block Inc (XYZ) in Q3 2021, closing a stake of 326 shares — an estimated $79K sold.

Parisi Gray Wealth Management first reported a position in XYZ in Q4 2017 and held it in 7 quarters. The position peaked at $79K in Q2 2021. 1,379 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining Block Inc position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 326 Block Inc shares in Q3 2021, an estimated $79K.
  • Parisi Gray Wealth Management first reported a position in Block Inc in Q4 2017 and held it in 7 quarters.
  • Parisi Gray Wealth Management's Block Inc position peaked at $79K in Q2 2021.
  • 1,379 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

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