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

Forvis Mazars 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 Q1	–	Sell	-5,532	Closed	-$206K	–	336
2020 Q4	$206K	Buy	+5,532	New	+$177K	0.01%	348
2017 Q4	–	Sell	-6,202	Closed	-$360K	–	246
2017 Q3	$360K	Buy	6,202 +399	+7%	+$25.2K	0.04%	165
2017 Q2	$370K	Buy	5,803 +147	+3%	+$9.4K	0.04%	163
2017 Q1	$392K	Buy	5,656 +354	+7%	+$23.2K	0.05%	142
2016 Q4	$337K	Buy	+5,302	New	+$315K	0.04%	145

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Forvis Mazars Wealth Advisors's PARA Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Paramount Global Class B (PARA) in Q1 2021, closing a stake of 5,532 shares — an estimated $206K sold.

Forvis Mazars Wealth Advisors first reported a position in PARA in Q4 2016 and held it in 5 quarters. The position peaked at $392K in Q1 2017. 969 funds tracked by Wall St. Rank hold PARA as of Q1 2021.

Forvis Mazars Wealth Advisors reported no remaining Paramount Global Class B position as of Q1 2021 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 5,532 Paramount Global Class B shares in Q1 2021, an estimated $206K.
Forvis Mazars Wealth Advisors first reported a position in Paramount Global Class B in Q4 2016 and held it in 5 quarters.
Forvis Mazars Wealth Advisors's Paramount Global Class B position peaked at $392K in Q1 2017.
969 funds tracked by Wall St. Rank held Paramount Global Class B as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.