Institutional & Family Asset Management’s Paramount Global Class B PARA Stock Holding History

Institutional & Family Asset Management’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 Q3	–	Sell	-136	Closed	-$3K	–	757
2022 Q2	$3K	Hold	136	–	–	﹤0.01%	562
2022 Q1	$5K	Hold	136	–	–	﹤0.01%	548
2021 Q4	$4K	Buy	+136	New	+$4.69K	﹤0.01%	594
2021 Q1	–	Sell	-224	Closed	-$8K	–	978
2020 Q4	$8K	Hold	224	–	–	﹤0.01%	578
2020 Q3	$6K	Hold	224	–	–	﹤0.01%	563
2020 Q2	$5K	Sell	224 -14	-6%	-$270	﹤0.01%	580
2020 Q1	$3K	Buy	238 +86	+57%	+$2.46K	﹤0.01%	594
2019 Q4	$6K	Hold	152	–	–	﹤0.01%	576
2019 Q3	$6K	Hold	152	–	–	﹤0.01%	539
2019 Q2	$8K	Hold	152	–	–	﹤0.01%	532
2019 Q1	$7K	Hold	152	–	–	﹤0.01%	561
2018 Q4	$7K	Hold	152	–	–	﹤0.01%	538
2018 Q3	$9K	Hold	152	–	–	﹤0.01%	545
2018 Q2	$9K	Hold	152	–	–	﹤0.01%	547
2018 Q1	$8K	Buy	+152	New	+$8.35K	﹤0.01%	543

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Institutional & Family Asset Management's PARA Position: Q3 2022 in Review

Institutional & Family Asset Management sold out of Paramount Global Class B (PARA) in Q3 2022, closing a stake of 136 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in PARA in Q1 2018 and held it in 15 quarters. The position peaked at $9K in Q3 2018. 794 funds tracked by Wall St. Rank hold PARA as of Q3 2022.

Institutional & Family Asset Management reported no remaining Paramount Global Class B position as of Q3 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 136 Paramount Global Class B shares in Q3 2022, an estimated $3K.
Institutional & Family Asset Management first reported a position in Paramount Global Class B in Q1 2018 and held it in 15 quarters.
Institutional & Family Asset Management's Paramount Global Class B position peaked at $9K in Q3 2018.
794 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2022.

Based on Institutional & Family Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.