IFWM
PARAP

Institute for Wealth Management’s Paramount Global 5.75% Series A Mandatory Convertible Preferred Stock PARAP Stock Holding History

Institute for Wealth Management’s Portfolio PARAP Stock Details PARAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,925
Closed -$274K – 526
2024
Q1 		$274K Sell
19,925
-6,167
-24% -$98.1K 0.04% 411
2023
Q4 		$488K Sell
26,092
-13,916
-35% -$253K 0.08% 274
2023
Q3 		$710K Buy
40,008
+4,321
+12% +$91.5K 0.13% 193
2023
Q2 		$809K Sell
35,687
-298
-0.8% -$7.75K 0.14% 179
2023
Q1 		$1.08M Sell
35,985
-4,801
-12% -$147K 0.21% 126
2022
Q4 		$1.01M Buy
40,786
+13,276
+48% +$383K 0.21% 133
2022
Q3 		$850K Sell
27,510
-3,353
-11% -$128K 0.19% 144
2022
Q2 		$1.22M Buy
30,863
+4,000
+15% +$184K 0.24% 111
2022
Q1 		$1.49M Buy
26,863
+393
+1% +$22.2K 0.24% 109
2021
Q4 		$1.33M Buy
+26,470
New +$1.52M 0.22% 119

Institute for Wealth Management's PARAP Position: Q2 2024 in Review

Institute for Wealth Management sold out of Paramount Global 5.75% Series A Mandatory Convertible Preferred Stock (PARAP) in Q2 2024, closing a stake of 19,925 shares — an estimated $274K sold.

Institute for Wealth Management first reported a position in PARAP in Q4 2021 and held it in 10 quarters. The position peaked at $1.49M in Q1 2022. 0 funds tracked by Wall St. Rank hold PARAP as of Q2 2024.

  • Institute for Wealth Management reported no remaining Paramount Global 5.75% Series A Mandatory Convertible Preferred Stock position as of Q2 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 19,925 Paramount Global 5.75% Series A Mandatory Convertible Preferred Stock shares in Q2 2024, an estimated $274K.
  • Institute for Wealth Management first reported a position in Paramount Global 5.75% Series A Mandatory Convertible Preferred Stock in Q4 2021 and held it in 10 quarters.
  • Institute for Wealth Management's Paramount Global 5.75% Series A Mandatory Convertible Preferred Stock position peaked at $1.49M in Q1 2022.
  • 0 funds tracked by Wall St. Rank held Paramount Global 5.75% Series A Mandatory Convertible Preferred Stock as of Q2 2024.

Based on Institute for Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.