AWS
PARA

AJ Wealth Strategies’s Paramount Global Class B PARA Stock Holding History

AJ Wealth Strategies’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
2018
Q1 		– Sell
-8,729
Closed -$515K – 95
2017
Q4 		$515K Hold
8,729
– – 0.13% 61
2017
Q3 		$506K Buy
8,729
+5,478
+169% +$346K 0.16% 52
2017
Q2 		$207K Buy
+3,251
New +$208K 0.08% 69

Other funds holding PARA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AJ Wealth Strategies's PARA Position: Q1 2018 in Review

AJ Wealth Strategies sold out of Paramount Global Class B (PARA) in Q1 2018, closing a stake of 8,729 shares — an estimated $515K sold.

AJ Wealth Strategies first reported a position in PARA in Q2 2017 and held it in 3 quarters. The position peaked at $515K in Q4 2017. 686 funds tracked by Wall St. Rank hold PARA as of Q1 2018.

  • AJ Wealth Strategies reported no remaining Paramount Global Class B position as of Q1 2018 after selling out during the quarter.
  • AJ Wealth Strategies sold 8,729 Paramount Global Class B shares in Q1 2018, an estimated $515K.
  • AJ Wealth Strategies first reported a position in Paramount Global Class B in Q2 2017 and held it in 3 quarters.
  • AJ Wealth Strategies's Paramount Global Class B position peaked at $515K in Q4 2017.
  • 686 funds tracked by Wall St. Rank held Paramount Global Class B as of Q1 2018.

Based on AJ Wealth Strategies's 13F filing for Q1 2018, filed 19 Jul 2018.