AWA
PARA

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

Artemis 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
Q4 		– Sell
-536
Closed -$10.2K – 100
2022
Q3 		$10.2K Hold
536
– – ﹤0.01% 75
2022
Q2 		$13.2K Buy
+536
New +$16.3K ﹤0.01% 93
2019
Q1 		– Sell
-80,941
Closed -$3.54M – 36
2018
Q4 		$3.54M Buy
+80,941
New +$4.3M 1.79% 7

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Artemis Wealth Advisors's PARA Position: Q4 2022 in Review

Artemis Wealth Advisors sold out of Paramount Global Class B (PARA) in Q4 2022, closing a stake of 536 shares — an estimated $10.2K sold.

Artemis Wealth Advisors first reported a position in PARA in Q4 2018 and held it in 3 quarters. The position peaked at $3.54M in Q4 2018. 801 funds tracked by Wall St. Rank hold PARA as of Q4 2022.

  • Artemis Wealth Advisors reported no remaining Paramount Global Class B position as of Q4 2022 after selling out during the quarter.
  • Artemis Wealth Advisors sold 536 Paramount Global Class B shares in Q4 2022, an estimated $10.2K.
  • Artemis Wealth Advisors first reported a position in Paramount Global Class B in Q4 2018 and held it in 3 quarters.
  • Artemis Wealth Advisors's Paramount Global Class B position peaked at $3.54M in Q4 2018.
  • 801 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2022.

Based on Artemis Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.