CWM
PARA

C2C Wealth Management’s Paramount Global Class B PARA Stock Holding History

C2C 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
2022
Q1 		– Sell
-200
Closed -$64K – 225
2021
Q4 		$64K Buy
+200
New +$6.89K 0.01% 222

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

C2C Wealth Management's PARA Position: Q4 2023 in Review

C2C Wealth Management sold out of Paramount Global Class B (PARA) in Q4 2023, closing a stake of 15,818 shares — an estimated $198K sold.

C2C Wealth Management first reported a position in PARA in Q4 2021 and held it in 8 quarters. The position peaked at $2.73M in Q1 2022. 733 funds tracked by Wall St. Rank hold PARA as of Q4 2023.

  • C2C Wealth Management reported no remaining Paramount Global Class B position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 15,818 Paramount Global Class B shares in Q4 2023, an estimated $198K.
  • C2C Wealth Management first reported a position in Paramount Global Class B in Q4 2021 and held it in 8 quarters.
  • C2C Wealth Management's Paramount Global Class B position peaked at $2.73M in Q1 2022.
  • 733 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.