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Paragon Wealth Strategies’s General Motors GM Stock Holding History

Paragon Wealth Strategies’s Portfolio GM Stock Details GM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-28
Closed -$946 – 111
2022
Q4 		$946 Hold
28
– – ﹤0.01% 227
2022
Q3 		$1K Buy
+28
New +$1.03K ﹤0.01% 161
2021
Q3 		– Sell
-338
Closed -$20K – 137
2021
Q2 		$20K Buy
+338
New +$19.9K 0.01% 134

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Paragon Wealth Strategies sold out of General Motors (GM) in Q1 2023, closing a stake of 28 shares — an estimated $946 sold.

Paragon Wealth Strategies first reported a position in GM in Q2 2021 and held it in 3 quarters. The position peaked at $20K in Q2 2021. 1,236 funds tracked by Wall St. Rank hold GM as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining General Motors position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 28 General Motors shares in Q1 2023, an estimated $946.
  • Paragon Wealth Strategies first reported a position in General Motors in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's General Motors position peaked at $20K in Q2 2021.
  • 1,236 funds tracked by Wall St. Rank held General Motors as of Q1 2023.

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