CWP
PARA

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

Cyndeo 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
2023
Q1 		– Sell
-10,005
Closed -$169K – 330
2022
Q4 		$169K Buy
+10,005
New +$184K 0.02% 307

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cyndeo Wealth Partners's PARA Position: Q1 2023 in Review

Cyndeo Wealth Partners sold out of Paramount Global Class B (PARA) in Q1 2023, closing a stake of 10,005 shares — an estimated $169K sold.

Cyndeo Wealth Partners first reported a position in PARA in Q4 2022 and held it in 1 quarter. The position peaked at $169K in Q4 2022. 784 funds tracked by Wall St. Rank hold PARA as of Q1 2023.

  • Cyndeo Wealth Partners reported no remaining Paramount Global Class B position as of Q1 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 10,005 Paramount Global Class B shares in Q1 2023, an estimated $169K.
  • Cyndeo Wealth Partners first reported a position in Paramount Global Class B in Q4 2022 and held it in 1 quarter.
  • Cyndeo Wealth Partners's Paramount Global Class B position peaked at $169K in Q4 2022.
  • 784 funds tracked by Wall St. Rank held Paramount Global Class B as of Q1 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2023, filed 21 Apr 2023.