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Paragon Wealth Strategies’s Landstar System LSTR Stock Holding History

Paragon Wealth Strategies’s Portfolio LSTR Stock Details LSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-882
Closed -$144K – 149
2022
Q4 		$144K Buy
882
+1
+0.1% +$161 0.17% 33
2022
Q3 		$127K Buy
+881
New +$131K 0.12% 25
2021
Q3 		– Sell
-15
Closed -$2K – 177
2021
Q2 		$2K Buy
+15
New +$2.52K ﹤0.01% 268

Other funds holding LSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Paragon Wealth Strategies sold out of Landstar System (LSTR) in Q1 2023, closing a stake of 882 shares — an estimated $144K sold.

Paragon Wealth Strategies first reported a position in LSTR in Q2 2021 and held it in 3 quarters. The position peaked at $144K in Q4 2022. 446 funds tracked by Wall St. Rank hold LSTR as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining Landstar System position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 882 Landstar System shares in Q1 2023, an estimated $144K.
  • Paragon Wealth Strategies first reported a position in Landstar System in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's Landstar System position peaked at $144K in Q4 2022.
  • 446 funds tracked by Wall St. Rank held Landstar System as of Q1 2023.

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