AWE
PARA

Avidian Wealth Enterprises’s Paramount Global Class B PARA Stock Holding History

Avidian Wealth Enterprises’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
2021
Q4 		– Sell
-7,067
Closed -$279K – 557
2021
Q3 		$279K Sell
7,067
-1,987
-22% -$81K 0.02% 308
2021
Q2 		$409K Buy
9,054
+2,984
+49% +$123K 0.03% 260
2021
Q1 		$274K Sell
6,070
-3,110
-34% -$190K 0.02% 299
2020
Q4 		$342K Buy
9,180
+30
+0.3% +$962 0.03% 236
2020
Q3 		$256K Sell
9,150
-3,914
-30% -$105K 0.03% 237
2020
Q2 		$305K Buy
+13,064
New +$252K 0.04% 194

Other funds holding PARA

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avidian Wealth Enterprises's PARA Position: Q4 2021 in Review

Avidian Wealth Enterprises sold out of Paramount Global Class B (PARA) in Q4 2021, closing a stake of 7,067 shares — an estimated $279K sold.

Avidian Wealth Enterprises first reported a position in PARA in Q2 2020 and held it in 6 quarters. The position peaked at $409K in Q2 2021. 951 funds tracked by Wall St. Rank hold PARA as of Q4 2021.

  • Avidian Wealth Enterprises reported no remaining Paramount Global Class B position as of Q4 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 7,067 Paramount Global Class B shares in Q4 2021, an estimated $279K.
  • Avidian Wealth Enterprises first reported a position in Paramount Global Class B in Q2 2020 and held it in 6 quarters.
  • Avidian Wealth Enterprises's Paramount Global Class B position peaked at $409K in Q2 2021.
  • 951 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2021, filed 14 Feb 2022.