CWP
PARA

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

Concord 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
2025
Q1 		– Sell
-200
Closed -$2.09K – 925
2024
Q4 		$2.09K Hold
200
– – ﹤0.01% 708
2024
Q3 		$2.12K Hold
200
– – ﹤0.01% 739
2024
Q2 		$2.08K Hold
200
– – ﹤0.01% 664
2024
Q1 		$2.35K Hold
200
– – ﹤0.01% 738
2023
Q4 		$2.96K Sell
200
-2
-1% -$27 ﹤0.01% 680
2023
Q3 		$2.61K Sell
202
-24,550
-99% -$364K ﹤0.01% 832
2023
Q2 		$394K Buy
24,752
+10,504
+74% +$190K 0.08% 127
2023
Q1 		$318K Buy
14,248
+12,139
+576% +$260K 0.09% 113
2022
Q4 		$35.6K Buy
+2,109
New +$38.8K 0.01% 429
2022
Q3 		– Sell
-859
Closed -$21K – 830
2022
Q2 		$21K Buy
859
+440
+105% +$13.4K 0.01% 535
2022
Q1 		$16K Buy
419
+99
+31% +$3.37K ﹤0.01% 674
2021
Q4 		$10K Buy
320
+2
+0.6% +$69 ﹤0.01% 784
2021
Q3 		$13K Buy
318
+8
+3% +$326 0.01% 438
2021
Q2 		$14K Sell
310
-200
-39% -$8.26K ﹤0.01% 568
2021
Q1 		$23K Buy
510
+310
+155% +$18.9K 0.01% 456
2020
Q4 		$7K Buy
+200
New +$6.42K 0.01% 391

Other funds holding PARA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CGH
Contrarius Group Holdings Hamilton, Bermuda $1.77B AUM 83.15% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Concord Wealth Partners's PARA Position: Q1 2025 in Review

Concord Wealth Partners sold out of Paramount Global Class B (PARA) in Q1 2025, closing a stake of 200 shares — an estimated $2.09K sold.

Concord Wealth Partners first reported a position in PARA in Q4 2020 and held it in 16 quarters. The position peaked at $394K in Q2 2023. 585 funds tracked by Wall St. Rank hold PARA as of Q1 2025.

  • Concord Wealth Partners reported no remaining Paramount Global Class B position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 200 Paramount Global Class B shares in Q1 2025, an estimated $2.09K.
  • Concord Wealth Partners first reported a position in Paramount Global Class B in Q4 2020 and held it in 16 quarters.
  • Concord Wealth Partners's Paramount Global Class B position peaked at $394K in Q2 2023.
  • 585 funds tracked by Wall St. Rank held Paramount Global Class B as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.