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Paragon Wealth Strategies’s Union Pacific UNP Stock Holding History

Paragon Wealth Strategies’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-44
Closed -$9.07K – 225
2022
Q4 		$9.07K Hold
44
– – 0.01% 144
2022
Q3 		$8K Buy
+44
New +$9.74K 0.01% 118
2021
Q3 		– Sell
-42
Closed -$9K – 268
2021
Q2 		$9K Buy
+42
New +$9.35K ﹤0.01% 197

Other funds holding UNP

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Paragon Wealth Strategies sold out of Union Pacific (UNP) in Q1 2023, closing a stake of 44 shares — an estimated $9.07K sold.

Paragon Wealth Strategies first reported a position in UNP in Q2 2021 and held it in 3 quarters. The position peaked at $9.07K in Q4 2022. 2,374 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining Union Pacific position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 44 Union Pacific shares in Q1 2023, an estimated $9.07K.
  • Paragon Wealth Strategies first reported a position in Union Pacific in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's Union Pacific position peaked at $9.07K in Q4 2022.
  • 2,374 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

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