Creative Planning’s Paramount Global Class A PARAA Stock Holding History

Creative Planning’s Portfolio PARAA Stock Details PARAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8	Closed	-$178	–	3661
2024 Q4	$178	Buy	+8	New	+$178	﹤0.01%	3573
2017 Q3	–	Sell	-343	Closed	-$22K	–	3158
2017 Q2	$22K	Hold	343	–	–	﹤0.01%	3123
2017 Q1	$24K	Hold	343	–	–	﹤0.01%	3011
2016 Q4	$22K	Hold	343	–	–	﹤0.01%	3015
2016 Q3	$19K	Sell	343 -20	-6%	-$1.1K	﹤0.01%	3097
2016 Q2	$21K	Buy	363 +20	+6%	+$1.16K	﹤0.01%	2770
2016 Q1	$20K	Buy	343 +10	+3%	+$532	﹤0.01%	2756
2015 Q4	$17K	Hold	333	–	–	﹤0.01%	2954
2015 Q3	$15K	Buy	+333	New	+$17.4K	﹤0.01%	2955
2015 Q2	–	Sell	-200	Closed	-$12K	–	2426
2015 Q1	$12K	Hold	200	–	–	﹤0.01%	3087
2014 Q4	$11K	Hold	200	–	–	﹤0.01%	3066
2014 Q3	$11K	Sell	200 -4	-2%	-$237	﹤0.01%	2900
2014 Q2	$13K	Sell	204 -6	-3%	-$358	﹤0.01%	2741
2014 Q1	$13K	Hold	210	–	–	﹤0.01%	2630
2013 Q4	$13K	Hold	210	–	–	﹤0.01%	2425
2013 Q3	$12K	Buy	210 +10	+5%	+$533	﹤0.01%	2359
2013 Q2	$10K	Buy	+200	New	+$9.54K	﹤0.01%	2279

Other funds holding PARAA

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

Creative Planning's PARAA Position: Q1 2025 in Review

Creative Planning sold out of Paramount Global Class A (PARAA) in Q1 2025, closing a stake of 8 shares — an estimated $178 sold.

Creative Planning first reported a position in PARAA in Q2 2013 and held it in 17 quarters. The position peaked at $24K in Q1 2017. 106 funds tracked by Wall St. Rank hold PARAA as of Q1 2025.

Creative Planning reported no remaining Paramount Global Class A position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 8 Paramount Global Class A shares in Q1 2025, an estimated $178.
Creative Planning first reported a position in Paramount Global Class A in Q2 2013 and held it in 17 quarters.
Creative Planning's Paramount Global Class A position peaked at $24K in Q1 2017.
106 funds tracked by Wall St. Rank held Paramount Global Class A as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.