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Paragon Wealth Strategies’s S&T Bancorp STBA Stock Holding History

Paragon Wealth Strategies’s Portfolio STBA Stock Details STBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-707
Closed -$24.2K – 206
2022
Q4 		$24.2K Hold
707
– – 0.03% 94
2022
Q3 		$21K Buy
+707
New +$21.2K 0.02% 75
2021
Q3 		– Sell
-707
Closed -$22K – 249
2021
Q2 		$22K Buy
+707
New +$23.4K 0.01% 125

Other funds holding STBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Paragon Wealth Strategies sold out of S&T Bancorp (STBA) in Q1 2023, closing a stake of 707 shares — an estimated $24.2K sold.

Paragon Wealth Strategies first reported a position in STBA in Q2 2021 and held it in 3 quarters. The position peaked at $24.2K in Q4 2022. 191 funds tracked by Wall St. Rank hold STBA as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining S&T Bancorp position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 707 S&T Bancorp shares in Q1 2023, an estimated $24.2K.
  • Paragon Wealth Strategies first reported a position in S&T Bancorp in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's S&T Bancorp position peaked at $24.2K in Q4 2022.
  • 191 funds tracked by Wall St. Rank held S&T Bancorp as of Q1 2023.

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