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Paragon Wealth Strategies’s GrafTech EAF Stock Holding History

Paragon Wealth Strategies’s Portfolio EAF Stock Details EAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5
Closed -$243 – 91
2022
Q4 		$243 Hold
5
– – ﹤0.01% 238
2022
Q3 		$0 Buy
+5
New +$318 ﹤0.01% 172
2021
Q3 		– Sell
-5
Closed -$1K – 109
2021
Q2 		$1K Buy
+5
New +$627 ﹤0.01% 276

Other funds holding EAF

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Paragon Wealth Strategies sold out of GrafTech (EAF) in Q1 2023, closing a stake of 5 shares — an estimated $243 sold.

Paragon Wealth Strategies first reported a position in EAF in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 193 funds tracked by Wall St. Rank hold EAF as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining GrafTech position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 5 GrafTech shares in Q1 2023, an estimated $243.
  • Paragon Wealth Strategies first reported a position in GrafTech in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's GrafTech position peaked at $1K in Q2 2021.
  • 193 funds tracked by Wall St. Rank held GrafTech as of Q1 2023.

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