Heritage Wealth Management (Arizona)’s Paramount Global Class B PARA Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$1.65K	Buy	+98	New	+$1.8K	﹤0.01%	994

Other funds holding PARA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PARA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Paramount Global Class B (PARA) in Q4 2022: 98 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #994 among its holdings.

802 funds tracked by Wall St. Rank hold PARA as of Q4 2022.

Heritage Wealth Management (Arizona) held 98 shares of Paramount Global Class B worth $1.65K as of Q4 2022.
Paramount Global Class B was a new Heritage Wealth Management (Arizona) position in Q4 2022.
Paramount Global Class B made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #994 holding.
802 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.