Independent Wealth Network’s Paramount Global Class B PARA Stock Holding History

Independent Wealth Network’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 Q2	–	Sell	-10,845	Closed	-$242K	–	217
2023 Q1	$242K	Buy	10,845 +612	+6%	+$13.1K	0.15%	154
2022 Q4	$173K	Buy	+10,233	New	+$188K	0.12%	181
2022 Q3	–	Sell	-8,139	Closed	-$201K	–	190
2022 Q2	$201K	Buy	8,139 +1,021	+14%	+$31.1K	0.14%	172
2022 Q1	$269K	Buy	+7,118	New	+$242K	0.17%	154
2021 Q4	–	Sell	-6,256	Closed	-$235K	–	229
2021 Q3	$235K	Buy	+6,256	New	+$255K	0.15%	171

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CIM

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

Independent Wealth Network's PARA Position: Q2 2023 in Review

Independent Wealth Network sold out of Paramount Global Class B (PARA) in Q2 2023, closing a stake of 10,845 shares — an estimated $242K sold.

Independent Wealth Network first reported a position in PARA in Q3 2021 and held it in 5 quarters. The position peaked at $269K in Q1 2022. 735 funds tracked by Wall St. Rank hold PARA as of Q2 2023.

Independent Wealth Network reported no remaining Paramount Global Class B position as of Q2 2023 after selling out during the quarter.
Independent Wealth Network sold 10,845 Paramount Global Class B shares in Q2 2023, an estimated $242K.
Independent Wealth Network first reported a position in Paramount Global Class B in Q3 2021 and held it in 5 quarters.
Independent Wealth Network's Paramount Global Class B position peaked at $269K in Q1 2022.
735 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2023.

Based on Independent Wealth Network's 13F filing for Q2 2023, filed 12 Jul 2023.