DWM
PARA

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

Dogwood 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
Q3 		– Hold
0
– – – 565
2024
Q2 		– Sell
-1,000
Closed -$11.7K – 601
2024
Q1 		$11.8K Buy
+1,000
New +$12.6K 0.01% 181
2023
Q4 		– Hold
0
– – – 567

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
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 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
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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Dogwood Wealth Management's PARA Position: Q3 2024 in Review

Dogwood Wealth Management held its Paramount Global Class B (PARA) position steady in Q3 2024 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Dogwood Wealth Management first reported a position in PARA in Q1 2024 and has held it in 1 quarter since. The position peaked at $11.8K in Q1 2024. 663 funds tracked by Wall St. Rank hold PARA as of Q3 2024.

  • Dogwood Wealth Management held 0 shares of Paramount Global Class B worth $1 as of Q3 2024.
  • Dogwood Wealth Management left its Paramount Global Class B share count unchanged in Q3 2024.
  • Paramount Global Class B made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q3 2024, its #565 holding.
  • Dogwood Wealth Management first reported a position in Paramount Global Class B in Q1 2024 and has held it in 1 quarter since.
  • Dogwood Wealth Management's Paramount Global Class B position peaked at $11.8K in Q1 2024.
  • 663 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2024.

Based on Dogwood Wealth Management's 13F filing for Q3 2024, filed 28 Feb 2025.