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Paragon Wealth Strategies’s ICICI Bank IBN Stock Holding History

Paragon Wealth Strategies’s Portfolio IBN Stock Details IBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,475
Closed -$54.2K – 131
2022
Q4 		$54.2K Hold
2,475
– – 0.06% 60
2022
Q3 		$52K Buy
+2,475
New +$52.3K 0.05% 41
2021
Q3 		– Sell
-2,475
Closed -$42K – 150
2021
Q2 		$42K Buy
+2,475
New +$41.2K 0.01% 84

Other funds holding IBN

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Paragon Wealth Strategies sold out of ICICI Bank (IBN) in Q1 2023, closing a stake of 2,475 shares — an estimated $54.2K sold.

Paragon Wealth Strategies first reported a position in IBN in Q2 2021 and held it in 3 quarters. The position peaked at $54.2K in Q4 2022. 454 funds tracked by Wall St. Rank hold IBN as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining ICICI Bank position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 2,475 ICICI Bank shares in Q1 2023, an estimated $54.2K.
  • Paragon Wealth Strategies first reported a position in ICICI Bank in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's ICICI Bank position peaked at $54.2K in Q4 2022.
  • 454 funds tracked by Wall St. Rank held ICICI Bank as of Q1 2023.

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