Evolution Wealth Advisors’s Paramount Global Class B PARA Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-258	Closed	-$10K	–	488
2021 Q3	$10K	Hold	258	–	–	﹤0.01%	400
2021 Q2	$12K	Hold	258	–	–	﹤0.01%	383
2021 Q1	$12K	Sell	258 -118	-31%	-$7.21K	﹤0.01%	386
2020 Q4	$14K	Sell	376 -520	-58%	-$16.7K	﹤0.01%	316
2020 Q3	$25K	Buy	896 +520	+138%	+$13.9K	0.01%	251
2020 Q2	$9K	Buy	+376	New	+$7.25K	﹤0.01%	304
2020 Q1	–	Sell	-717	Closed	-$30K	–	556
2019 Q4	$30K	Buy	+717	New	+$27.8K	0.01%	190
2019 Q3	–	Sell	-44	Closed	-$2K	–	561
2019 Q2	$2K	Buy	+44	New	+$2.18K	﹤0.01%	433

Other funds holding PARA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evolution Wealth Advisors's PARA Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Paramount Global Class B (PARA) in Q4 2021, closing a stake of 258 shares — an estimated $10K sold.

Evolution Wealth Advisors first reported a position in PARA in Q2 2019 and held it in 8 quarters. The position peaked at $30K in Q4 2019. 951 funds tracked by Wall St. Rank hold PARA as of Q4 2021.

Evolution Wealth Advisors reported no remaining Paramount Global Class B position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 258 Paramount Global Class B shares in Q4 2021, an estimated $10K.
Evolution Wealth Advisors first reported a position in Paramount Global Class B in Q2 2019 and held it in 8 quarters.
Evolution Wealth Advisors's Paramount Global Class B position peaked at $30K in Q4 2019.
951 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.