PWS
R icon

Paragon Wealth Strategies’s Ryder R Stock Holding History

Paragon Wealth Strategies’s Portfolio R Stock Details R Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-259
Closed -$21.6K – 186
2022
Q4 		$21.6K Hold
259
– – 0.03% 99
2022
Q3 		$20K Buy
+259
New +$19.7K 0.02% 76
2021
Q3 		– Sell
-259
Closed -$19K – 228
2021
Q2 		$19K Buy
+259
New +$20.5K 0.01% 138

Other funds holding R

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 R Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Ryder (R) in Q1 2023, closing a stake of 259 shares — an estimated $21.6K sold.

Paragon Wealth Strategies first reported a position in R in Q2 2021 and held it in 3 quarters. The position peaked at $21.6K in Q4 2022. 369 funds tracked by Wall St. Rank hold R as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining Ryder position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 259 Ryder shares in Q1 2023, an estimated $21.6K.
  • Paragon Wealth Strategies first reported a position in Ryder in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's Ryder position peaked at $21.6K in Q4 2022.
  • 369 funds tracked by Wall St. Rank held Ryder as of Q1 2023.

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