PWS
EQC

Paragon Wealth Strategies’s Equity Commonwealth EQC Stock Holding History

Paragon Wealth Strategies’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-134
Closed -$3K – 280
2022
Q3 		$3K Buy
+134
New +$3.6K ﹤0.01% 146

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Paragon Wealth Strategies's EQC Position: Q4 2022 in Review

Paragon Wealth Strategies sold out of Equity Commonwealth (EQC) in Q4 2022, closing a stake of 134 shares — an estimated $3K sold.

Paragon Wealth Strategies first reported a position in EQC in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 259 funds tracked by Wall St. Rank hold EQC as of Q4 2022.

  • Paragon Wealth Strategies reported no remaining Equity Commonwealth position as of Q4 2022 after selling out during the quarter.
  • Paragon Wealth Strategies sold 134 Equity Commonwealth shares in Q4 2022, an estimated $3K.
  • Paragon Wealth Strategies first reported a position in Equity Commonwealth in Q3 2022 and held it in 1 quarter.
  • Paragon Wealth Strategies's Equity Commonwealth position peaked at $3K in Q3 2022.
  • 259 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2022.

Based on Paragon Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.