BWA
PARA

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

BDO 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
2023
Q2 		$8.79K Buy
552
+6
+1% +$108 ﹤0.01% 715
2023
Q1 		$12.2K Buy
546
+7
+1% +$150 ﹤0.01% 666
2022
Q4 		$9.09K Buy
539
+7
+1% +$129 ﹤0.01% 699
2022
Q3 		$10K Sell
532
-336
-39% -$8.07K ﹤0.01% 710
2022
Q2 		$21K Buy
868
+253
+41% +$7.71K ﹤0.01% 559
2022
Q1 		$23K Buy
615
+4
+0.7% +$136 ﹤0.01% 580
2021
Q4 		$18K Buy
611
+3
+0.5% +$103 ﹤0.01% 643
2021
Q3 		$24K Buy
608
+3
+0.5% +$122 ﹤0.01% 576
2021
Q2 		$27K Buy
605
+11
+2% +$454 ﹤0.01% 562
2021
Q1 		$27K Sell
594
-35
-6% -$2.14K ﹤0.01% 560
2020
Q4 		$23K Buy
629
+500
+388% +$16K ﹤0.01% 448
2020
Q3 		$4K Sell
129
-21
-14% -$563 ﹤0.01% 592
2020
Q2 		$3K Hold
150
– – ﹤0.01% 603
2020
Q1 		$2K Sell
150
-275
-65% -$7.88K ﹤0.01% 681
2019
Q4 		$18K Hold
425
– – ﹤0.01% 397
2019
Q3 		$17K Hold
425
– – ﹤0.01% 412
2019
Q2 		$21K Sell
425
-565
-57% -$28K 0.01% 388
2019
Q1 		$47K Buy
990
+500
+102% +$24.4K 0.01% 290
2018
Q4 		$21K Sell
490
-725
-60% -$38.5K 0.01% 341
2018
Q3 		$70K Hold
1,215
– – 0.02% 257
2018
Q2 		$68K Sell
1,215
-56
-4% -$2.92K 0.02% 257
2018
Q1 		$65K Sell
1,271
-2,575
-67% -$141K 0.02% 224
2017
Q4 		$227K Sell
3,846
-1,150
-23% -$66.1K 0.1% 103
2017
Q3 		$290K Sell
4,996
-100
-2% -$6.32K 0.14% 90
2017
Q2 		$325K Buy
+5,096
New +$326K 0.14% 103

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

BDO Wealth Advisors's PARA Position: Q2 2023 in Review

BDO Wealth Advisors increased its Paramount Global Class B (PARA) stake by 1.1% in Q2 2023, buying an estimated $108 and bringing the position to 552 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

BDO Wealth Advisors first reported a position in PARA in Q2 2017 and has held it in 25 quarters since. The position peaked at $325K in Q2 2017. 735 funds tracked by Wall St. Rank hold PARA as of Q2 2023.

  • BDO Wealth Advisors held 552 shares of Paramount Global Class B worth $8.79K as of Q2 2023.
  • BDO Wealth Advisors bought 6 Paramount Global Class B shares in Q2 2023, an estimated $108.
  • Paramount Global Class B made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #715 holding.
  • BDO Wealth Advisors first reported a position in Paramount Global Class B in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Paramount Global Class B position peaked at $325K in Q2 2017.
  • 735 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.