EWP
PARA

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

Elevation 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
Q2 		– Sell
-500
Closed -$11.2K – 365
2023
Q1 		$11.2K Buy
+500
New +$10.7K 0.01% 253

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Elevation Wealth Partners's PARA Position: Q2 2023 in Review

Elevation Wealth Partners sold out of Paramount Global Class B (PARA) in Q2 2023, closing a stake of 500 shares — an estimated $11.2K sold.

Elevation Wealth Partners first reported a position in PARA in Q1 2023 and held it in 1 quarter. The position peaked at $11.2K in Q1 2023. 735 funds tracked by Wall St. Rank hold PARA as of Q2 2023.

  • Elevation Wealth Partners reported no remaining Paramount Global Class B position as of Q2 2023 after selling out during the quarter.
  • Elevation Wealth Partners sold 500 Paramount Global Class B shares in Q2 2023, an estimated $11.2K.
  • Elevation Wealth Partners first reported a position in Paramount Global Class B in Q1 2023 and held it in 1 quarter.
  • Elevation Wealth Partners's Paramount Global Class B position peaked at $11.2K in Q1 2023.
  • 735 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2023.

Based on Elevation Wealth Partners's 13F filing for Q2 2023, filed 6 Jul 2023.