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Paragon Private Wealth Management’s Stock Yards Bancorp SYBT Stock Holding History

Paragon Private Wealth Management’s Portfolio SYBT Stock Details SYBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,352
Closed -$283K – 139
2022
Q4 		$283K Buy
+4,352
New +$311K 0.26% 99

Other funds holding SYBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paragon Private Wealth Management's SYBT Position: Q1 2023 in Review

Paragon Private Wealth Management sold out of Stock Yards Bancorp (SYBT) in Q1 2023, closing a stake of 4,352 shares — an estimated $283K sold.

Paragon Private Wealth Management first reported a position in SYBT in Q4 2022 and held it in 1 quarter. The position peaked at $283K in Q4 2022. 151 funds tracked by Wall St. Rank hold SYBT as of Q1 2023.

  • Paragon Private Wealth Management reported no remaining Stock Yards Bancorp position as of Q1 2023 after selling out during the quarter.
  • Paragon Private Wealth Management sold 4,352 Stock Yards Bancorp shares in Q1 2023, an estimated $283K.
  • Paragon Private Wealth Management first reported a position in Stock Yards Bancorp in Q4 2022 and held it in 1 quarter.
  • Paragon Private Wealth Management's Stock Yards Bancorp position peaked at $283K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held Stock Yards Bancorp as of Q1 2023.

Based on Paragon Private Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.