Cerity Partners’s Paragon 28, Inc. FNA Stock Holding History

Cerity Partners’s Portfolio FNA Stock Details FNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-12,431	Closed	-$221K	–	1745
2023 Q2	$221K	Buy	12,431 +333	+3%	+$5.98K	﹤0.01%	1478
2023 Q1	$207K	Buy	12,098 +2,098	+21%	+$37.4K	﹤0.01%	1704
2022 Q4	$191K	Hold	10,000	–	–	﹤0.01%	1352
2022 Q3	$178K	Buy	+10,000	New	+$184K	﹤0.01%	1069

Other funds holding FNA

MVM Partners Boston, Massachusetts $10.8M AUM 61.97% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

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

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

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

Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Cerity Partners's FNA Position: Q3 2023 in Review

Cerity Partners sold out of Paragon 28, Inc. (FNA) in Q3 2023, closing a stake of 12,431 shares — an estimated $221K sold.

Cerity Partners first reported a position in FNA in Q3 2022 and held it in 4 quarters. The position peaked at $221K in Q2 2023. 95 funds tracked by Wall St. Rank hold FNA as of Q3 2023.

Cerity Partners reported no remaining Paragon 28, Inc. position as of Q3 2023 after selling out during the quarter.
Cerity Partners sold 12,431 Paragon 28, Inc. shares in Q3 2023, an estimated $221K.
Cerity Partners first reported a position in Paragon 28, Inc. in Q3 2022 and held it in 4 quarters.
Cerity Partners's Paragon 28, Inc. position peaked at $221K in Q2 2023.
95 funds tracked by Wall St. Rank held Paragon 28, Inc. as of Q3 2023.

Based on Cerity Partners's 13F filing for Q3 2023, filed 14 Nov 2023.