APW
PARA

Aventura Private Wealth’s Paramount Global Class B PARA Stock Holding History

Aventura Private Wealth’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
Q3 		– Sell
-1,618
Closed -$20.9K – 837
2025
Q2 		$20.9K Buy
1,618
+6
+0.4% +$70 0.01% 373
2025
Q1 		$19.3K Buy
1,612
+6
+0.4% +$67 0.01% 362
2024
Q4 		$16.8K Buy
+1,606
New +$17.3K 0.01% 376

Other funds holding PARA

HRC
Hoertkorn Richard Charles $122M AUM 31% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Aventura Private Wealth's PARA Position: Q3 2025 in Review

Aventura Private Wealth sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 1,618 shares — an estimated $20.9K sold.

Aventura Private Wealth first reported a position in PARA in Q4 2024 and held it in 3 quarters. The position peaked at $20.9K in Q2 2025. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Aventura Private Wealth reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 1,618 Paramount Global Class B shares in Q3 2025, an estimated $20.9K.
  • Aventura Private Wealth first reported a position in Paramount Global Class B in Q4 2024 and held it in 3 quarters.
  • Aventura Private Wealth's Paramount Global Class B position peaked at $20.9K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Aventura Private Wealth's 13F filing for Q3 2025, filed 7 Jan 2026.