EWM
PARA

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

EPG 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
Q1 		– Sell
-670
Closed -$8.71K – 451
2023
Q4 		$8.71K Buy
+670
New +$8.97K ﹤0.01% 381
2020
Q2 		– Sell
-179
Closed -$3K – 579
2020
Q1 		$3K Buy
179
+42
+31% +$1.2K ﹤0.01% 664
2019
Q4 		$6K Buy
+137
New +$5.31K ﹤0.01% 489

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

EPG Wealth Management's PARA Position: Q1 2024 in Review

EPG Wealth Management sold out of Paramount Global Class B (PARA) in Q1 2024, closing a stake of 670 shares — an estimated $8.71K sold.

EPG Wealth Management first reported a position in PARA in Q4 2019 and held it in 3 quarters. The position peaked at $8.71K in Q4 2023. 719 funds tracked by Wall St. Rank hold PARA as of Q1 2024.

  • EPG Wealth Management reported no remaining Paramount Global Class B position as of Q1 2024 after selling out during the quarter.
  • EPG Wealth Management sold 670 Paramount Global Class B shares in Q1 2024, an estimated $8.71K.
  • EPG Wealth Management first reported a position in Paramount Global Class B in Q4 2019 and held it in 3 quarters.
  • EPG Wealth Management's Paramount Global Class B position peaked at $8.71K in Q4 2023.
  • 719 funds tracked by Wall St. Rank held Paramount Global Class B as of Q1 2024.

Based on EPG Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.