Paradigm Strategies in Wealth Management’s ExxonMobil XOM Stock Holding History

Paradigm Strategies in Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-311	Closed	-$20K	–	241
2021 Q2	$20K	Buy	311 +291	+1,455%	+$17.4K	0.02%	136
2021 Q1	$1K	Buy	+20	New	+$1.05K	﹤0.01%	220

Other funds holding XOM

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Paradigm Strategies in Wealth Management's XOM Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of ExxonMobil (XOM) in Q3 2021, closing a stake of 311 shares — an estimated $20K sold.

Paradigm Strategies in Wealth Management first reported a position in XOM in Q1 2021 and held it in 2 quarters. The position peaked at $20K in Q2 2021. 2,723 funds tracked by Wall St. Rank hold XOM as of Q3 2021.

Paradigm Strategies in Wealth Management reported no remaining ExxonMobil position as of Q3 2021 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 311 ExxonMobil shares in Q3 2021, an estimated $20K.
Paradigm Strategies in Wealth Management first reported a position in ExxonMobil in Q1 2021 and held it in 2 quarters.
Paradigm Strategies in Wealth Management's ExxonMobil position peaked at $20K in Q2 2021.
2,723 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.