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

HHM 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 Q4	–	Sell	-350	Closed	-$4.51K	–	801
2023 Q3	$4.51K	Hold	350	–	–	﹤0.01%	643
2023 Q2	$5.57K	Hold	350	–	–	﹤0.01%	648
2023 Q1	$7.81K	Sell	350 -50	-13%	-$1.07K	﹤0.01%	559
2022 Q4	$6.75K	Sell	400 -50	-11%	-$920	﹤0.01%	502
2022 Q3	$9K	Hold	450	–	–	﹤0.01%	459
2022 Q2	$11K	Hold	450	–	–	﹤0.01%	523
2022 Q1	$17K	Buy	450 +100	+29%	+$3.41K	﹤0.01%	461
2021 Q4	$11K	Hold	350	–	–	﹤0.01%	510
2021 Q3	$14K	Sell	350 -145	-29%	-$5.91K	﹤0.01%	454
2021 Q2	$22K	Hold	495	–	–	0.01%	391
2021 Q1	$22K	Sell	495 -210	-30%	-$12.8K	0.01%	369
2020 Q4	$26K	Hold	705	–	–	0.01%	328
2020 Q3	$20K	Buy	+705	New	+$18.9K	0.01%	313

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

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

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

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

HHM Wealth Advisors's PARA Position: Q4 2023 in Review

HHM Wealth Advisors sold out of Paramount Global Class B (PARA) in Q4 2023, closing a stake of 350 shares — an estimated $4.51K sold.

HHM Wealth Advisors first reported a position in PARA in Q3 2020 and held it in 13 quarters. The position peaked at $26K in Q4 2020. 732 funds tracked by Wall St. Rank hold PARA as of Q4 2023.

HHM Wealth Advisors reported no remaining Paramount Global Class B position as of Q4 2023 after selling out during the quarter.
HHM Wealth Advisors sold 350 Paramount Global Class B shares in Q4 2023, an estimated $4.51K.
HHM Wealth Advisors first reported a position in Paramount Global Class B in Q3 2020 and held it in 13 quarters.
HHM Wealth Advisors's Paramount Global Class B position peaked at $26K in Q4 2020.
732 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.