AWA
PARA

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

Arete 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
2024
Q4 		– Sell
-27,098
Closed -$288K – 778
2024
Q3 		$288K Buy
+27,098
New +$295K 0.02% 535
2023
Q3 		– Sell
-15,911
Closed -$253K – 646
2023
Q2 		$253K Buy
+15,911
New +$287K 0.02% 536
2021
Q3 		– Sell
-11,361
Closed -$513K – 437
2021
Q2 		$513K Buy
+11,361
New +$469K 0.07% 201
2020
Q1 		– Sell
-14,006
Closed -$588K – 391
2019
Q4 		$588K Buy
+14,006
New +$542K 0.1% 214

Other funds holding PARA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CGH
Contrarius Group Holdings Hamilton, Bermuda $1.77B AUM 83.15% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Arete Wealth Advisors's PARA Position: Q4 2024 in Review

Arete Wealth Advisors sold out of Paramount Global Class B (PARA) in Q4 2024, closing a stake of 27,098 shares — an estimated $288K sold.

Arete Wealth Advisors first reported a position in PARA in Q4 2019 and held it in 4 quarters. The position peaked at $588K in Q4 2019. 655 funds tracked by Wall St. Rank hold PARA as of Q4 2024.

  • Arete Wealth Advisors reported no remaining Paramount Global Class B position as of Q4 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 27,098 Paramount Global Class B shares in Q4 2024, an estimated $288K.
  • Arete Wealth Advisors first reported a position in Paramount Global Class B in Q4 2019 and held it in 4 quarters.
  • Arete Wealth Advisors's Paramount Global Class B position peaked at $588K in Q4 2019.
  • 655 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.