FAIM
PARA

Financial Advocates Investment Management’s Paramount Global Class B PARA Stock Holding History

Financial Advocates Investment 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
2021
Q2 		– Sell
-23,832
Closed -$1.12M – 811
2021
Q1 		$1.12M Buy
+23,832
New +$1.46M 0.08% 290

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Advocates Investment Management's PARA Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Paramount Global Class B (PARA) in Q4 2022, closing a stake of 12,822 shares — an estimated $253K sold.

Financial Advocates Investment Management first reported a position in PARA in Q2 2021 and held it in 4 quarters. The position peaked at $1.41M in Q2 2021. 802 funds tracked by Wall St. Rank hold PARA as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Paramount Global Class B position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,822 Paramount Global Class B shares in Q4 2022, an estimated $253K.
  • Financial Advocates Investment Management first reported a position in Paramount Global Class B in Q2 2021 and held it in 4 quarters.
  • Financial Advocates Investment Management's Paramount Global Class B position peaked at $1.41M in Q2 2021.
  • 802 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.