KIG
PARA

Kowal Investment Group’s Paramount Global Class B PARA Stock Holding History

Kowal Investment 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
2023
Q2 		– Sell
-9,783
Closed -$218K – 168
2023
Q1 		$218K Buy
+9,783
New +$210K 0.06% 146
2022
Q2 		– Sell
-6,914
Closed -$261K – 145
2022
Q1 		$261K Sell
6,914
-1,152
-14% -$39.2K 0.08% 102
2021
Q4 		$243K Buy
8,066
+3,277
+68% +$113K 0.07% 96
2021
Q3 		$189K Buy
4,789
+30
+0.6% +$1.22K 0.06% 101
2021
Q2 		$215K Buy
4,759
+24
+0.5% +$991 0.08% 95
2021
Q1 		$214K Sell
4,735
-981
-17% -$59.9K 0.09% 87
2020
Q4 		$239K Buy
+5,716
New +$183K 0.11% 78

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

Kowal Investment Group's PARA Position: Q2 2023 in Review

Kowal Investment Group sold out of Paramount Global Class B (PARA) in Q2 2023, closing a stake of 9,783 shares — an estimated $218K sold.

Kowal Investment Group first reported a position in PARA in Q4 2020 and held it in 7 quarters. The position peaked at $261K in Q1 2022. 735 funds tracked by Wall St. Rank hold PARA as of Q2 2023.

  • Kowal Investment Group reported no remaining Paramount Global Class B position as of Q2 2023 after selling out during the quarter.
  • Kowal Investment Group sold 9,783 Paramount Global Class B shares in Q2 2023, an estimated $218K.
  • Kowal Investment Group first reported a position in Paramount Global Class B in Q4 2020 and held it in 7 quarters.
  • Kowal Investment Group's Paramount Global Class B position peaked at $261K in Q1 2022.
  • 735 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2023.

Based on Kowal Investment Group's 13F filing for Q2 2023, filed 18 Jul 2023.