GFWA
PARA

Grey Fox Wealth Advisors’s Paramount Global Class B PARA Stock Holding History

Grey Fox 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
2023
Q1 		– Sell
-1,743
Closed -$29.4K – 548
2022
Q4 		$29.4K Buy
+1,743
New +$32.1K 0.02% 205

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Grey Fox Wealth Advisors's PARA Position: Q1 2023 in Review

Grey Fox Wealth Advisors sold out of Paramount Global Class B (PARA) in Q1 2023, closing a stake of 1,743 shares — an estimated $29.4K sold.

Grey Fox Wealth Advisors first reported a position in PARA in Q4 2022 and held it in 1 quarter. The position peaked at $29.4K in Q4 2022. 784 funds tracked by Wall St. Rank hold PARA as of Q1 2023.

  • Grey Fox Wealth Advisors reported no remaining Paramount Global Class B position as of Q1 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 1,743 Paramount Global Class B shares in Q1 2023, an estimated $29.4K.
  • Grey Fox Wealth Advisors first reported a position in Paramount Global Class B in Q4 2022 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Paramount Global Class B position peaked at $29.4K in Q4 2022.
  • 784 funds tracked by Wall St. Rank held Paramount Global Class B as of Q1 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.