KFS
PARA

Kaizen Financial Strategies’s Paramount Global Class B PARA Stock Holding History

Kaizen Financial Strategies’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
Q2 		– Sell
-18,854
Closed -$713K – 134
2022
Q1 		$713K Sell
18,854
-2,554
-12% -$87K 0.56% 48
2021
Q4 		$646K Sell
21,408
-5,481
-20% -$189K 0.48% 52
2021
Q3 		$1.06M Buy
+26,889
New +$1.1M 0.86% 30
2021
Q1 		– Sell
-25,722
Closed -$958K – 149
2020
Q4 		$958K Buy
+25,722
New +$825K 1.06% 21

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kaizen Financial Strategies's PARA Position: Q2 2022 in Review

Kaizen Financial Strategies sold out of Paramount Global Class B (PARA) in Q2 2022, closing a stake of 18,854 shares — an estimated $713K sold.

Kaizen Financial Strategies first reported a position in PARA in Q4 2020 and held it in 4 quarters. The position peaked at $1.06M in Q3 2021. 868 funds tracked by Wall St. Rank hold PARA as of Q2 2022.

  • Kaizen Financial Strategies reported no remaining Paramount Global Class B position as of Q2 2022 after selling out during the quarter.
  • Kaizen Financial Strategies sold 18,854 Paramount Global Class B shares in Q2 2022, an estimated $713K.
  • Kaizen Financial Strategies first reported a position in Paramount Global Class B in Q4 2020 and held it in 4 quarters.
  • Kaizen Financial Strategies's Paramount Global Class B position peaked at $1.06M in Q3 2021.
  • 868 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2022.

Based on Kaizen Financial Strategies's 13F filing for Q2 2022, filed 18 Jul 2022.