KWAG
PARA

Kiely Wealth Advisory Group’s Paramount Global Class B PARA Stock Holding History

Kiely Wealth Advisory 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
2024
Q4 		$1.09K Hold
103
– – ﹤0.01% 300
2024
Q3 		$1.18K Hold
103
– – ﹤0.01% 301
2024
Q2 		$1.04K Hold
103
– – ﹤0.01% 290
2024
Q1 		$1.28K Hold
103
– – ﹤0.01% 263
2023
Q4 		$1.43K Buy
+103
New +$1.38K ﹤0.01% 254

Other funds holding PARA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
CGH
Contrarius Group Holdings Hamilton, Bermuda $1.77B AUM 83.15% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Kiely Wealth Advisory Group's PARA Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Paramount Global Class B (PARA) position steady in Q4 2024 at 103 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Kiely Wealth Advisory Group first reported a position in PARA in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.43K in Q4 2023. 655 funds tracked by Wall St. Rank hold PARA as of Q4 2024.

  • Kiely Wealth Advisory Group held 103 shares of Paramount Global Class B worth $1.09K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Paramount Global Class B share count unchanged in Q4 2024.
  • Paramount Global Class B made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #300 holding.
  • Kiely Wealth Advisory Group first reported a position in Paramount Global Class B in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Paramount Global Class B position peaked at $1.43K in Q4 2023.
  • 655 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.