HWA
PARA

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

Heritage 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
Q2 		– Sell
-403
Closed -$18.2K – 583
2021
Q1 		$18.2K Buy
+403
New +$24.6K ﹤0.01% 426
2019
Q2 		– Sell
-119
Closed -$5.66K – 476
2019
Q1 		$5.66K Hold
119
– – ﹤0.01% 382
2018
Q4 		$5K Hold
119
– – ﹤0.01% 340
2018
Q3 		$6K Buy
+119
New +$6.57K ﹤0.01% 326

Other funds holding PARA

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heritage Wealth Advisors's PARA Position: Q2 2021 in Review

Heritage Wealth Advisors sold out of Paramount Global Class B (PARA) in Q2 2021, closing a stake of 403 shares — an estimated $18.2K sold.

Heritage Wealth Advisors first reported a position in PARA in Q3 2018 and held it in 4 quarters. The position peaked at $18.2K in Q1 2021. 1,008 funds tracked by Wall St. Rank hold PARA as of Q2 2021.

  • Heritage Wealth Advisors reported no remaining Paramount Global Class B position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 403 Paramount Global Class B shares in Q2 2021, an estimated $18.2K.
  • Heritage Wealth Advisors first reported a position in Paramount Global Class B in Q3 2018 and held it in 4 quarters.
  • Heritage Wealth Advisors's Paramount Global Class B position peaked at $18.2K in Q1 2021.
  • 1,008 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2021.

Based on Heritage Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.