Paragon Wealth Strategies’s BP BP Stock Holding History

Paragon Wealth Strategies’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-584	Closed	-$20.4K	–	61
2022 Q4	$20.4K	Buy	584 +6	+1%	+$200	0.02%	101
2022 Q3	$17K	Buy	+578	New	+$17.2K	0.02%	80

Other funds holding BP

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Paragon Wealth Strategies's BP Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of BP (BP) in Q1 2023, closing a stake of 584 shares — an estimated $20.4K sold.

Paragon Wealth Strategies first reported a position in BP in Q3 2022 and held it in 2 quarters. The position peaked at $20.4K in Q4 2022. 1,138 funds tracked by Wall St. Rank hold BP as of Q1 2023.

Paragon Wealth Strategies reported no remaining BP position as of Q1 2023 after selling out during the quarter.
Paragon Wealth Strategies sold 584 BP shares in Q1 2023, an estimated $20.4K.
Paragon Wealth Strategies first reported a position in BP in Q3 2022 and held it in 2 quarters.
Paragon Wealth Strategies's BP position peaked at $20.4K in Q4 2022.
1,138 funds tracked by Wall St. Rank held BP as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.