AWA
PARA

Amplius Wealth Advisors’s Paramount Global Class B PARA Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-1,574
Closed -$47K – 686
2021
Q4 		$47K Buy
+1,574
New +$54.2K 0.01% 342

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Amplius Wealth Advisors's PARA Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Paramount Global Class B (PARA) in Q1 2022, closing a stake of 1,574 shares — an estimated $47K sold.

Amplius Wealth Advisors first reported a position in PARA in Q4 2021 and held it in 1 quarter. The position peaked at $47K in Q4 2021. 931 funds tracked by Wall St. Rank hold PARA as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Paramount Global Class B position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,574 Paramount Global Class B shares in Q1 2022, an estimated $47K.
  • Amplius Wealth Advisors first reported a position in Paramount Global Class B in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Paramount Global Class B position peaked at $47K in Q4 2021.
  • 931 funds tracked by Wall St. Rank held Paramount Global Class B as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.