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Paragon Wealth Strategies’s Trump Media & Technology Group DJT Stock Holding History

Paragon Wealth Strategies’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15
Closed -$225 – 245
2022
Q4 		$225 Hold
15
– – ﹤0.01% 239
2022
Q3 		$0 Buy
+15
New +$396 ﹤0.01% 191

Other funds holding DJT

Susquehanna International Group
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M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Paragon Wealth Strategies sold out of Trump Media & Technology Group (DJT) in Q1 2023, closing a stake of 15 shares — an estimated $225 sold.

Paragon Wealth Strategies first reported a position in DJT in Q3 2022 and held it in 2 quarters. The position peaked at $225 in Q4 2022. 131 funds tracked by Wall St. Rank hold DJT as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining Trump Media & Technology Group position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 15 Trump Media & Technology Group shares in Q1 2023, an estimated $225.
  • Paragon Wealth Strategies first reported a position in Trump Media & Technology Group in Q3 2022 and held it in 2 quarters.
  • Paragon Wealth Strategies's Trump Media & Technology Group position peaked at $225 in Q4 2022.
  • 131 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2023.

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