FFM
PARA

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

Forum Financial 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
2025
Q1 		– Sell
-14,301
Closed -$150K – 916
2024
Q4 		$150K Buy
14,301
+1
+0% +$11 ﹤0.01% 863
2024
Q3 		$152K Buy
14,300
+500
+4% +$5.44K ﹤0.01% 738
2024
Q2 		$143K Buy
13,800
+247
+2% +$2.89K ﹤0.01% 689
2024
Q1 		$160K Buy
13,553
+54
+0.4% +$679 ﹤0.01% 719
2023
Q4 		$200K Sell
13,499
-2,111
-14% -$28.3K ﹤0.01% 651
2023
Q3 		$201K Buy
15,610
+1,000
+7% +$14.8K ﹤0.01% 598
2023
Q2 		$232K Buy
14,610
+5,020
+52% +$90.7K 0.01% 544
2023
Q1 		$214K Buy
+9,590
New +$206K 0.01% 537
2022
Q3 		– Sell
-11,006
Closed -$272K – 592
2022
Q2 		$272K Buy
11,006
+1,623
+17% +$49.5K 0.01% 390
2022
Q1 		$354K Buy
9,383
+460
+5% +$15.7K 0.02% 325
2021
Q4 		$269K Buy
+8,923
New +$308K 0.01% 467

Other funds holding PARA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CGH
Contrarius Group Holdings Hamilton, Bermuda $1.77B AUM 83.15% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Forum Financial Management's PARA Position: Q1 2025 in Review

Forum Financial Management sold out of Paramount Global Class B (PARA) in Q1 2025, closing a stake of 14,301 shares — an estimated $150K sold.

Forum Financial Management first reported a position in PARA in Q4 2021 and held it in 11 quarters. The position peaked at $354K in Q1 2022. 585 funds tracked by Wall St. Rank hold PARA as of Q1 2025.

  • Forum Financial Management reported no remaining Paramount Global Class B position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 14,301 Paramount Global Class B shares in Q1 2025, an estimated $150K.
  • Forum Financial Management first reported a position in Paramount Global Class B in Q4 2021 and held it in 11 quarters.
  • Forum Financial Management's Paramount Global Class B position peaked at $354K in Q1 2022.
  • 585 funds tracked by Wall St. Rank held Paramount Global Class B as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.