HFRG
PARA

Houlihan Financial Resource Group’s Paramount Global Class B PARA Stock Holding History

Houlihan Financial Resource Group’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
Q3 		– Sell
-27,838
Closed -$503K – 142
2023
Q2 		$503K Buy
+27,838
New +$503K 0.02% 110
2020
Q3 		$14K Buy
+449
New +$12K 0.01% 261

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Houlihan Financial Resource Group's PARA Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Paramount Global Class B (PARA) in Q3 2023, closing a stake of 27,838 shares — an estimated $503K sold.

Houlihan Financial Resource Group first reported a position in PARA in Q3 2020 and held it in 2 quarters. The position peaked at $503K in Q2 2023. 704 funds tracked by Wall St. Rank hold PARA as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Paramount Global Class B position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 27,838 Paramount Global Class B shares in Q3 2023, an estimated $503K.
  • Houlihan Financial Resource Group first reported a position in Paramount Global Class B in Q3 2020 and held it in 2 quarters.
  • Houlihan Financial Resource Group's Paramount Global Class B position peaked at $503K in Q2 2023.
  • 704 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.