DWM
PARA

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

Doyle 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
2019
Q3 		– Sell
-349
Closed -$17K – 585
2019
Q2 		$17K Buy
+349
New +$17.3K ﹤0.01% 542
2019
Q1 		– Sell
-325
Closed -$14K – 569
2018
Q4 		$14K Buy
+325
New +$17.3K ﹤0.01% 570

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Doyle Wealth Management's PARA Position: Q3 2019 in Review

Doyle Wealth Management sold out of Paramount Global Class B (PARA) in Q3 2019, closing a stake of 349 shares — an estimated $17K sold.

Doyle Wealth Management first reported a position in PARA in Q4 2018 and held it in 2 quarters. The position peaked at $17K in Q2 2019. 667 funds tracked by Wall St. Rank hold PARA as of Q3 2019.

  • Doyle Wealth Management reported no remaining Paramount Global Class B position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 349 Paramount Global Class B shares in Q3 2019, an estimated $17K.
  • Doyle Wealth Management first reported a position in Paramount Global Class B in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Paramount Global Class B position peaked at $17K in Q2 2019.
  • 667 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.