PWS
ERIC icon

Paragon Wealth Strategies’s Ericsson ERIC Stock Holding History

Paragon Wealth Strategies’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-319
Closed -$4K – 118
2021
Q2 		$4K Buy
+319
New +$4.27K ﹤0.01% 241

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paragon Wealth Strategies's ERIC Position: Q3 2021 in Review

Paragon Wealth Strategies sold out of Ericsson (ERIC) in Q3 2021, closing a stake of 319 shares — an estimated $4K sold.

Paragon Wealth Strategies first reported a position in ERIC in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 361 funds tracked by Wall St. Rank hold ERIC as of Q3 2021.

  • Paragon Wealth Strategies reported no remaining Ericsson position as of Q3 2021 after selling out during the quarter.
  • Paragon Wealth Strategies sold 319 Ericsson shares in Q3 2021, an estimated $4K.
  • Paragon Wealth Strategies first reported a position in Ericsson in Q2 2021 and held it in 1 quarter.
  • Paragon Wealth Strategies's Ericsson position peaked at $4K in Q2 2021.
  • 361 funds tracked by Wall St. Rank held Ericsson as of Q3 2021.

Based on Paragon Wealth Strategies's 13F filing for Q3 2021, filed 29 Oct 2021.