GKWIM
PARA

Gerber Kawasaki Wealth & Investment Management’s Paramount Global Class B PARA Stock Holding History

Gerber Kawasaki Wealth & 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
Q4 		– Sell
-5,810
Closed -$229K – 840
2021
Q3 		$229K Sell
5,810
-750
-11% -$30.6K 0.03% 169
2021
Q2 		$296K Buy
6,560
+1,904
+41% +$78.6K 0.03% 196
2021
Q1 		$209K Buy
+4,656
New +$284K 0.03% 203

Other funds holding PARA

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PARA Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Paramount Global Class B (PARA) in Q4 2021, closing a stake of 5,810 shares — an estimated $229K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in PARA in Q1 2021 and held it in 3 quarters. The position peaked at $296K in Q2 2021. 952 funds tracked by Wall St. Rank hold PARA as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Paramount Global Class B position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 5,810 Paramount Global Class B shares in Q4 2021, an estimated $229K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Paramount Global Class B in Q1 2021 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Paramount Global Class B position peaked at $296K in Q2 2021.
  • 952 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.