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Paragon Wealth Strategies’s Uber UBER Stock Holding History

Paragon Wealth Strategies’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-92
Closed -$2.27K – 222
2022
Q4 		$2.27K Buy
+92
New +$2.52K ﹤0.01% 189
2021
Q3 		– Sell
-178
Closed -$9K – 266
2021
Q2 		$9K Buy
+178
New +$9.3K ﹤0.01% 196

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Paragon Wealth Strategies sold out of Uber (UBER) in Q1 2023, closing a stake of 92 shares — an estimated $2.27K sold.

Paragon Wealth Strategies first reported a position in UBER in Q2 2021 and held it in 2 quarters. The position peaked at $9K in Q2 2021. 1,183 funds tracked by Wall St. Rank hold UBER as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining Uber position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 92 Uber shares in Q1 2023, an estimated $2.27K.
  • Paragon Wealth Strategies first reported a position in Uber in Q2 2021 and held it in 2 quarters.
  • Paragon Wealth Strategies's Uber position peaked at $9K in Q2 2021.
  • 1,183 funds tracked by Wall St. Rank held Uber as of Q1 2023.

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