AWS
PARA

Aris Wealth Services’s Paramount Global Class B PARA Stock Holding History

Aris Wealth Services’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
2015
Q3 		$25K Hold
634
– – 0.05% 144
2015
Q2 		$35K Hold
634
– – 0.03% 255
2015
Q1 		$38K Buy
+634
New +$37K 0.04% 246

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
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aris Wealth Services's PARA Position: Q3 2015 in Review

Aris Wealth Services held its Paramount Global Class B (PARA) position steady in Q3 2015 at 634 shares worth $25K. The position accounts for 0.05% of the portfolio, ranked #144.

Aris Wealth Services first reported a position in PARA in Q1 2015 and has held it in 3 quarters since. The position peaked at $38K in Q1 2015. 648 funds tracked by Wall St. Rank hold PARA as of Q3 2015.

  • Aris Wealth Services held 634 shares of Paramount Global Class B worth $25K as of Q3 2015.
  • Aris Wealth Services left its Paramount Global Class B share count unchanged in Q3 2015.
  • Paramount Global Class B made up 0.05% of Aris Wealth Services's portfolio in Q3 2015, its #144 holding.
  • Aris Wealth Services first reported a position in Paramount Global Class B in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Paramount Global Class B position peaked at $38K in Q1 2015.
  • 648 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.