Avantax Advisory Services’s Paramount Global Class B PARA Stock Holding History

Avantax Advisory 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
2025 Q2	$388K	Sell	30,048 -4,296	-13%	-$50.3K	﹤0.01%	1738
2025 Q1	$411K	Buy	34,344 +200	+0.6%	+$2.24K	﹤0.01%	1639
2024 Q4	$357K	Buy	34,144 +857	+3%	+$9.21K	﹤0.01%	1667
2024 Q3	$354K	Buy	33,287 +17,516	+111%	+$190K	﹤0.01%	1643
2024 Q2	$164K	Buy	15,771 +1,978	+14%	+$23.2K	﹤0.01%	1978
2024 Q1	$162K	Sell	13,793 -6,314	-31%	-$79.4K	﹤0.01%	1561
2023 Q4	$297K	Sell	20,107 -4,158	-17%	-$55.7K	﹤0.01%	1237
2023 Q3	$313K	Sell	24,265 -7,149	-23%	-$106K	﹤0.01%	1177
2023 Q2	$500K	Sell	31,414 -1,263	-4%	-$22.8K	0.01%	945
2023 Q1	$729K	Buy	32,677 +5,001	+18%	+$107K	0.01%	772
2022 Q4	$467K	Buy	27,676 +9,390	+51%	+$173K	0.01%	894
2022 Q3	$348K	Buy	18,286 +4,664	+34%	+$112K	0.01%	928
2022 Q2	$336K	Buy	13,622 +6,458	+90%	+$197K	0.01%	956
2022 Q1	$272K	Buy	+7,164	New	+$244K	﹤0.01%	1048
2021 Q4	–	Sell	-5,687	Closed	-$225K	–	1270
2021 Q3	$225K	Buy	5,687 +878	+18%	+$35.8K	﹤0.01%	1060
2021 Q2	$220K	Buy	+4,809	New	+$199K	﹤0.01%	1038
2020 Q4	–	Sell	-10,565	Closed	-$292K	–	1224
2020 Q3	$292K	Buy	+10,565	New	+$283K	﹤0.01%	1033

Other funds holding PARA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 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

Avantax Advisory Services's PARA Position: Q2 2025 in Review

Avantax Advisory Services reduced its Paramount Global Class B (PARA) stake by 13% in Q2 2025, selling an estimated $50.3K and leaving 30,048 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Avantax Advisory Services first reported a position in PARA in Q3 2020 and has held it in 17 quarters since. The position peaked at $729K in Q1 2023. 567 funds tracked by Wall St. Rank hold PARA as of Q2 2025.

Avantax Advisory Services held 30,048 shares of Paramount Global Class B worth $388K as of Q2 2025.
Avantax Advisory Services sold 4,296 Paramount Global Class B shares in Q2 2025, an estimated $50.3K.
Paramount Global Class B made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1738 holding.
Avantax Advisory Services first reported a position in Paramount Global Class B in Q3 2020 and has held it in 17 quarters since.
Avantax Advisory Services's Paramount Global Class B position peaked at $729K in Q1 2023.
567 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.