Paragon Wealth Strategies’s Healthcare Realty HR Stock Holding History

Paragon Wealth Strategies’s Portfolio HR Stock Details HR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-55	Closed	-$1K	–	261
2022 Q3	$1K	Buy	+55	New	+$1.4K	﹤0.01%	162

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Paragon Wealth Strategies sold out of Healthcare Realty (HR) in Q4 2022, closing a stake of 55 shares — an estimated $1K sold.

Paragon Wealth Strategies first reported a position in HR in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 418 funds tracked by Wall St. Rank hold HR as of Q4 2022.

Paragon Wealth Strategies reported no remaining Healthcare Realty position as of Q4 2022 after selling out during the quarter.
Paragon Wealth Strategies sold 55 Healthcare Realty shares in Q4 2022, an estimated $1K.
Paragon Wealth Strategies first reported a position in Healthcare Realty in Q3 2022 and held it in 1 quarter.
Paragon Wealth Strategies's Healthcare Realty position peaked at $1K in Q3 2022.
418 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2022.

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