AWM
PARA

Accel Wealth Management’s Paramount Global Class B PARA Stock Holding History

Accel Wealth Management’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$2.23K – 651
2023
Q1 		$2.23K Hold
100
– – ﹤0.01% 1099
2022
Q4 		$1.69K Hold
100
– – ﹤0.01% 920
2022
Q3 		$2K Hold
100
– – ﹤0.01% 934
2022
Q2 		$3K Hold
100
– – ﹤0.01% 862
2022
Q1 		$4K Hold
100
– – ﹤0.01% 833
2021
Q4 		$3K Hold
100
– – ﹤0.01% 863
2021
Q3 		$4K Hold
100
– – ﹤0.01% 772
2021
Q2 		$5K Hold
100
– – ﹤0.01% 799
2021
Q1 		$5K Buy
+100
New +$6.11K ﹤0.01% 757

Other funds holding PARA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Accel Wealth Management's PARA Position: Q2 2023 in Review

Accel Wealth Management sold out of Paramount Global Class B (PARA) in Q2 2023, closing a stake of 100 shares — an estimated $2.23K sold.

Accel Wealth Management first reported a position in PARA in Q1 2021 and held it in 9 quarters. The position peaked at $5K in Q2 2021. 735 funds tracked by Wall St. Rank hold PARA as of Q2 2023.

  • Accel Wealth Management reported no remaining Paramount Global Class B position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 100 Paramount Global Class B shares in Q2 2023, an estimated $2.23K.
  • Accel Wealth Management first reported a position in Paramount Global Class B in Q1 2021 and held it in 9 quarters.
  • Accel Wealth Management's Paramount Global Class B position peaked at $5K in Q2 2021.
  • 735 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.