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Paragon Wealth Strategies’s Yum! Brands YUM Stock Holding History

Paragon Wealth Strategies’s Portfolio YUM Stock Details YUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-51
Closed -$6.53K – 242
2022
Q4 		$6.53K Hold
51
– – 0.01% 152
2022
Q3 		$5K Buy
+51
New +$5.92K ﹤0.01% 136

Other funds holding YUM

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

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

Paragon Wealth Strategies sold out of Yum! Brands (YUM) in Q1 2023, closing a stake of 51 shares — an estimated $6.53K sold.

Paragon Wealth Strategies first reported a position in YUM in Q3 2022 and held it in 2 quarters. The position peaked at $6.53K in Q4 2022. 1,178 funds tracked by Wall St. Rank hold YUM as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining Yum! Brands position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 51 Yum! Brands shares in Q1 2023, an estimated $6.53K.
  • Paragon Wealth Strategies first reported a position in Yum! Brands in Q3 2022 and held it in 2 quarters.
  • Paragon Wealth Strategies's Yum! Brands position peaked at $6.53K in Q4 2022.
  • 1,178 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2023.

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