PARWX
Parnassus Value Equity Fund Investor Shares
1W: -1.5%
1M: -2.8%
3M: -2.3%
YTD: +13.3%
1Y: +18.1%
3Y: +71.3%
5Y: +55.9%
$63.91
+0.33 (+0.52%)
Weekly Expected Move ±1.2%
$62
$63
$64
$64
$65
Institutional Ownership — PARWX
1
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Financial Gravity Companies, Inc. NEW | 359 | 23K | — | +0.0% | 1Q | SEC ↗ |
| 2 | Financial Gravity Asset Management, In | 359 | 23K | — | +0.0% | 3Q | SEC ↗ |
| 3 | McIlrath & Eck, LLC NEW | 127 | 8K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Financial Gravity Companies, Inc. | 359 | 23K |
| McIlrath & Eck, LLC | 127 | 8K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (0)
None.