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Paragon Wealth Strategies’s M/I Homes MHO Stock Holding History

Paragon Wealth Strategies’s Portfolio MHO Stock Details MHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-257
Closed -$11.9K – 157
2022
Q4 		$11.9K Hold
257
– – 0.01% 134
2022
Q3 		$9K Buy
+257
New +$11.1K 0.01% 108
2021
Q3 		– Sell
-257
Closed -$15K – 189
2021
Q2 		$15K Buy
+257
New +$16.6K ﹤0.01% 159

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Paragon Wealth Strategies sold out of M/I Homes (MHO) in Q1 2023, closing a stake of 257 shares — an estimated $11.9K sold.

Paragon Wealth Strategies first reported a position in MHO in Q2 2021 and held it in 3 quarters. The position peaked at $15K in Q2 2021. 244 funds tracked by Wall St. Rank hold MHO as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining M/I Homes position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 257 M/I Homes shares in Q1 2023, an estimated $11.9K.
  • Paragon Wealth Strategies first reported a position in M/I Homes in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's M/I Homes position peaked at $15K in Q2 2021.
  • 244 funds tracked by Wall St. Rank held M/I Homes as of Q1 2023.

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