BWP
PARA

Baldwin Wealth Partners’s Paramount Global Class B PARA Stock Holding History

Baldwin Wealth Partners’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
2017
Q4 		– Sell
-75
Closed -$4K – 494
2017
Q3 		$4K Hold
75
– – ﹤0.01% 447
2017
Q2 		$5K Hold
75
– – ﹤0.01% 444
2017
Q1 		$5K Hold
75
– – ﹤0.01% 450
2016
Q4 		$5K Hold
75
– – ﹤0.01% 471
2016
Q3 		$4K Hold
75
– – ﹤0.01% 496
2016
Q2 		$4K Hold
75
– – ﹤0.01% 429
2016
Q1 		$4K Buy
+75
New +$3.65K ﹤0.01% 446

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baldwin Wealth Partners's PARA Position: Q4 2017 in Review

Baldwin Wealth Partners sold out of Paramount Global Class B (PARA) in Q4 2017, closing a stake of 75 shares — an estimated $4K sold.

Baldwin Wealth Partners first reported a position in PARA in Q1 2016 and held it in 7 quarters. The position peaked at $5K in Q2 2017. 713 funds tracked by Wall St. Rank hold PARA as of Q4 2017.

  • Baldwin Wealth Partners reported no remaining Paramount Global Class B position as of Q4 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 75 Paramount Global Class B shares in Q4 2017, an estimated $4K.
  • Baldwin Wealth Partners first reported a position in Paramount Global Class B in Q1 2016 and held it in 7 quarters.
  • Baldwin Wealth Partners's Paramount Global Class B position peaked at $5K in Q2 2017.
  • 713 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2017.

Based on Baldwin Wealth Partners's 13F filing for Q4 2017, filed 24 Jan 2018.