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

Financial Synergies 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
2024 Q2	–	Sell	-1,272	Closed	-$15K	–	340
2024 Q1	$15K	Hold	1,272	–	–	﹤0.01%	222
2023 Q4	$21.5K	Hold	1,272	–	–	﹤0.01%	137
2023 Q3	$16.4K	Hold	1,272	–	–	﹤0.01%	196
2023 Q2	$20.2K	Hold	1,272	–	–	﹤0.01%	166
2023 Q1	$28.4K	Hold	1,272	–	–	﹤0.01%	146
2022 Q4	$21.5K	Hold	1,272	–	–	﹤0.01%	137
2022 Q3	$24.2K	Hold	1,272	–	–	﹤0.01%	121
2022 Q2	$31.4K	Buy	+1,272	New	+$38.8K	0.01%	120

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

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's PARA Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Paramount Global Class B (PARA) in Q2 2024, closing a stake of 1,272 shares — an estimated $15K sold.

Financial Synergies Wealth Advisors first reported a position in PARA in Q2 2022 and held it in 8 quarters. The position peaked at $31.4K in Q2 2022. 689 funds tracked by Wall St. Rank hold PARA as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Paramount Global Class B position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 1,272 Paramount Global Class B shares in Q2 2024, an estimated $15K.
Financial Synergies Wealth Advisors first reported a position in Paramount Global Class B in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Paramount Global Class B position peaked at $31.4K in Q2 2022.
689 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.