PGWM
XYZ

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 $1.66T AUM 25.57% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return