Parsec Financial Management, Inc. Sells in Q1 2023

Parsec Financial Management, Inc.

  • $2.37 Billion
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-230
- 10.63%
$318.5 - $343.03 $73.3K - $78.9K
1.93K $643K
NRZ
New Residential Investment Corp.

Real Estate
-10K
- 40.0%
N/A
15K $108K
DOW
Dow Inc.

Basic Materials
-1.78K
- 31.49%
$50.02 - $60.51 $88.8K - $107K
3.86K $211K
UCBI
United Community Banks Inc

Financial Services
-315
- 2.84%
$26.51 - $35.1 $8.35K - $11.1K
10.8K $302K
WMT
Walmart Inc.

Consumer Defensive
-2.76K
- 4.58%
$136.97 - $147.45 $378K - $407K
57.5K $8.47M
DHR
Danaher Corp

Healthcare
-29
- 0.66%
$239.75 - $277.0 $6.95K - $8.03K
4.35K $1.1M
HPE
Hewlett Packard Enterprise CO

Technology
-4K
- 11.58%
$13.91 - $17.11 $55.6K - $68.4K
30.5K $486K
AXP
American Express CO

Financial Services
-800
- 19.99%
$146.42 - $181.33 $117K - $145K
3.2K $528K
IWP
Ishares Russell Mid Cap Growth

ETFs
-3.88K
- 9.76%
$82.89 - $94.68 $321K - $367K
35.9K $3.26M
TIP
Ishares Tr Tips Bd ETF

ETFs
-655
- 12.69%
$106.24 - $110.25 $69.6K - $72.2K
4.51K $496K
EL
Estee Lauder Companies Inc

Consumer Defensive
-107
- 0.86%
$234.56 - $280.8 $25.1K - $30K
12.3K $3.03M
PII
Polaris Inc.

Consumer Cyclical
-800
- 16.28%
$100.53 - $119.93 $80.4K - $95.9K
4.11K $455K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-12.6K
- 3.47%
$64.24 - $73.9 $813K - $935K
352K $23.9M
KMI
Kinder Morgan, Inc.

Energy
-239
- 0.39%
$16.28 - $18.89 $3.89K - $4.51K
60.9K $1.07M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-236
- 3.76%
$70.28 - $78.03 $16.6K - $18.4K
6.04K $441K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-312
- 0.33%
$39.05 - $45.4 $12.2K - $14.2K
93.9K $3.85M
LHX
L3 Harris Technologies, Inc.

Industrials
-19
- 1.18%
$190.78 - $215.85 $3.62K - $4.1K
1.59K $311K
SPMD
Spdr Portfolio

ETFs
-2.94K
- 3.96%
$41.67 - $47.74 $123K - $140K
71.3K $3.13M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.27K
- 1.44%
$74.76 - $76.57 $394K - $403K
360K $27.4M
TJX
Tjx Companies Inc

Consumer Cyclical
-197
- 4.68%
$73.54 - $82.75 $14.5K - $16.3K
4.02K $314K
SYY
Sysco Corp

Consumer Defensive
-1.05K
- 1.37%
$72.94 - $80.57 $76.2K - $84.2K
75.3K $5.82M
XLV
Select Sector Spdr Fund Health

ETFs
-57
- 3.18%
$124.15 - $135.82 $7.08K - $7.74K
1.73K $224K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-169
- 9.47%
$348.66 - $382.94 $58.9K - $64.7K
1.62K $607K
VIG
Vanguard Dividend Appreciation

ETFs
-184
- 3.45%
$147.24 - $158.33 $27.1K - $29.1K
5.16K $794K
EEMV
Ishares Msci Emerging Markets

ETFs
-4.84K
- 2.94%
$52.37 - $55.9 $254K - $271K
160K $8.72M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-827
- 5.98%
$43.98 - $47.58 $36.4K - $39.3K
13K $595K
F
Ford Motor CO

Consumer Cyclical
-2.04K
- 14.91%
$11.18 - $14.32 $22.8K - $29.1K
11.6K $146K
GERN
Geron Corp

Healthcare
-2.34K
- 13.47%
$2.14 - $3.4 $5K - $7.94K
15K $32K
CTVA
Corteva, Inc.

Basic Materials
-185
- 3.73%
$56.61 - $64.48 $10.5K - $11.9K
4.78K $287K
MS
Morgan Stanley

Financial Services
-158
- 4.5%
$83.95 - $100.83 $13.3K - $15.9K
3.35K $294K
VONV
Vanguard Russell 1000 Value Et

ETFs
-55
- 0.81%
$63.71 - $70.86 $3.5K - $3.9K
6.75K $451K
Jacobs Solutions Inc
-2.52K
- 4.68%
N/A
51.4K $0
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-124
- 1.44%
$36.04 - $42.08 $4.47K - $5.22K
8.49K $320K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-180
- 0.31%
$27.3 - $32.13 $4.91K - $5.78K
58.1K $1.66M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-72
- 0.98%
$121.91 - $130.94 $8.78K - $9.43K
7.27K $938K
IVE
Ishares S&P 500 Value ETF

ETFs
-32
- 2.26%
$144.21 - $159.47 $4.61K - $5.1K
1.38K $209K
DD
Du Pont De Nemours, Inc.

Basic Materials
-85
- 2.12%
$67.55 - $77.79 $5.74K - $6.61K
3.93K $281K
XLI
Industrial Sector Spdr

ETFs
-225
- 1.83%
$96.51 - $103.67 $21.7K - $23.3K
12.1K $1.22M
OTIS
Otis Worldwide Corp

Industrials
-285
- 4.24%
$79.11 - $86.93 $22.5K - $24.8K
6.43K $542K
COST
Costco Wholesale Corp

Consumer Defensive
-175
- 6.67%
$450.19 - $523.43 $78.8K - $91.6K
2.45K $1.22M
GPN
Global Payments Inc

Industrials
-1.62K
- 5.0%
$95.98 - $117.96 $155K - $191K
30.8K $3.24M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-51
- 2.61%
$535.0 - $604.82 $27.3K - $30.8K
1.91K $1.1M
VOX
Vanguard Communication Service

ETFs
-455
- 9.56%
$83.18 - $101.21 $37.8K - $46.1K
4.3K $415K
VOT
Vanguard Mid Cap Growth Index

ETFs
-17
- 0.93%
$177.43 - $203.61 $3.02K - $3.46K
1.81K $351K
EBAY
Ebay Inc

Consumer Cyclical
-57
- 0.57%
$40.81 - $51.66 $2.33K - $2.94K
9.94K $441K
RY
Royal Bank Of Canada

Financial Services
-40
- 0.18%
$92.19 - $104.14 $3.69K - $4.17K
21.7K $2.07M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-53
- 0.43%
$32.42 - $35.44 $1.72K - $1.88K
12.3K $427K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-2.16K
- 0.76%
$23.63 - $24.19 $51.1K - $52.3K
283K $6.82M
PBD
Invesco ETF Tr Ii Global Clean

ETFs
-1.16K
- 2.79%
$18.21 - $21.66 $21.1K - $25.1K
40.3K $794K
Activity Summary
Buys All Purchases 101 New Holdings 13 Increased Positions 88 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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