BWM
PARA

Buckley Wealth Management’s Paramount Global Class B PARA Stock Holding History

Buckley Wealth Management’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
2024
Q1 		– Sell
-73,955
Closed -$1.09M – 109
2023
Q4 		$1.09M Buy
73,955
+30,530
+70% +$409K 0.38% 44
2023
Q3 		$560K Buy
43,425
+310
+0.7% +$4.59K 0.21% 75
2023
Q2 		$686K Buy
43,115
+190
+0.4% +$3.43K 0.23% 77
2023
Q1 		$958K Sell
42,925
-175
-0.4% -$3.75K 0.35% 48
2022
Q4 		$728K Buy
43,100
+11,045
+34% +$203K 0.26% 67
2022
Q3 		$610K Buy
32,055
+1,960
+7% +$47.1K 0.22% 74
2022
Q2 		$743K Buy
30,095
+28
+0.1% +$853 0.24% 78
2022
Q1 		$1.14M Buy
30,067
+7,962
+36% +$271K 0.31% 58
2021
Q4 		$667K Sell
22,105
-299
-1% -$10.3K 0.19% 91
2021
Q3 		$885K Buy
22,404
+1,163
+5% +$47.4K 0.29% 59
2021
Q2 		$960K Buy
21,241
+149
+0.7% +$6.15K 0.33% 54
2021
Q1 		$951K Buy
+21,092
New +$1.29M 0.35% 53

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Buckley Wealth Management's PARA Position: Q1 2024 in Review

Buckley Wealth Management sold out of Paramount Global Class B (PARA) in Q1 2024, closing a stake of 73,955 shares — an estimated $1.09M sold.

Buckley Wealth Management first reported a position in PARA in Q1 2021 and held it in 12 quarters. The position peaked at $1.14M in Q1 2022. 719 funds tracked by Wall St. Rank hold PARA as of Q1 2024.

  • Buckley Wealth Management reported no remaining Paramount Global Class B position as of Q1 2024 after selling out during the quarter.
  • Buckley Wealth Management sold 73,955 Paramount Global Class B shares in Q1 2024, an estimated $1.09M.
  • Buckley Wealth Management first reported a position in Paramount Global Class B in Q1 2021 and held it in 12 quarters.
  • Buckley Wealth Management's Paramount Global Class B position peaked at $1.14M in Q1 2022.
  • 719 funds tracked by Wall St. Rank held Paramount Global Class B as of Q1 2024.

Based on Buckley Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.