LNWWM
PARA

Laird Norton Wetherby Wealth Management’s Paramount Global Class B PARA Stock Holding History

Laird Norton Wetherby Wealth 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
2023
Q2 		– Sell
-14,172
Closed -$316K – 978
2023
Q1 		$316K Buy
14,172
+1,627
+13% +$34.9K 0.02% 683
2022
Q4 		$212K Buy
12,545
+1,343
+12% +$24.7K 0.01% 781
2022
Q3 		$213K Buy
11,202
+469
+4% +$11.3K 0.02% 786
2022
Q2 		$265K Sell
10,733
-1,694
-14% -$51.6K 0.02% 725
2022
Q1 		$470K Buy
12,427
+793
+7% +$27K 0.03% 546
2021
Q4 		$351K Sell
11,634
-3,488
-23% -$120K 0.02% 659
2021
Q3 		$598K Buy
15,122
+3,632
+32% +$148K 0.04% 448
2021
Q2 		$519K Sell
11,490
-224
-2% -$9.25K 0.03% 496
2021
Q1 		$528K Buy
11,714
+366
+3% +$22.4K 0.04% 419
2020
Q4 		$423K Sell
11,348
-2,099
-16% -$67.3K 0.03% 515
2020
Q3 		$377K Buy
13,447
+314
+2% +$8.41K 0.03% 451
2020
Q2 		$306K Sell
13,133
-1,381
-10% -$26.6K 0.03% 501
2020
Q1 		$203K Buy
14,514
+3,844
+36% +$110K 0.02% 571
2019
Q4 		$448K Buy
10,670
+90
+0.9% +$3.49K 0.04% 434
2019
Q3 		$427K Sell
10,580
-953
-8% -$44.6K 0.04% 445
2019
Q2 		$575K Sell
11,533
-179
-2% -$8.86K 0.06% 350
2019
Q1 		$557K Buy
11,712
+997
+9% +$48.6K 0.07% 339
2018
Q4 		$468K Sell
10,715
-2,187
-17% -$116K 0.07% 349
2018
Q3 		$741K Sell
12,902
-98
-0.8% -$5.41K 0.09% 252
2018
Q2 		$731K Sell
13,000
-427
-3% -$22.3K 0.1% 244
2018
Q1 		$690K Buy
13,427
+243
+2% +$13.3K 0.1% 254
2017
Q4 		$777K Sell
13,184
-582
-4% -$33.5K 0.11% 223
2017
Q3 		$798K Buy
13,766
+4,100
+42% +$259K 0.12% 203
2017
Q2 		$616K Sell
9,666
-13
-0.1% -$832 0.1% 250
2017
Q1 		$671K Sell
9,679
-147
-1% -$9.65K 0.12% 216
2016
Q4 		$625K Buy
9,826
+96
+1% +$5.7K 0.12% 218
2016
Q3 		$533K Sell
9,730
-3,162
-25% -$168K 0.11% 242
2016
Q2 		$702K Buy
12,892
+297
+2% +$16.1K 0.16% 156
2016
Q1 		$694K Buy
12,595
+254
+2% +$12.4K 0.16% 140
2015
Q4 		$582K Buy
12,341
+1,894
+18% +$88.9K 0.14% 169
2015
Q3 		$417K Sell
10,447
-1,317
-11% -$63.9K 0.11% 231
2015
Q2 		$653K Sell
11,764
-44
-0.4% -$2.66K 0.16% 151
2015
Q1 		$716K Buy
11,808
+455
+4% +$26.6K 0.17% 127
2014
Q4 		$628K Sell
11,353
-505
-4% -$26.9K 0.16% 141
2014
Q3 		$635K Buy
11,858
+613
+5% +$36.1K 0.18% 138
2014
Q2 		$698K Buy
11,245
+135
+1% +$8.04K 0.2% 123
2014
Q1 		$686K Sell
11,110
-357
-3% -$22.5K 0.2% 121
2013
Q4 		$730K Sell
11,467
-594
-5% -$34.9K 0.21% 118
2013
Q3 		$665K Buy
12,061
+362
+3% +$19.3K 0.21% 112
2013
Q2 		$572K Buy
+11,699
New +$534K 0.2% 118

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

Laird Norton Wetherby Wealth Management's PARA Position: Q2 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Paramount Global Class B (PARA) in Q2 2023, closing a stake of 14,172 shares — an estimated $316K sold.

Laird Norton Wetherby Wealth Management first reported a position in PARA in Q2 2013 and held it in 40 quarters. The position peaked at $798K in Q3 2017. 735 funds tracked by Wall St. Rank hold PARA as of Q2 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining Paramount Global Class B position as of Q2 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 14,172 Paramount Global Class B shares in Q2 2023, an estimated $316K.
  • Laird Norton Wetherby Wealth Management first reported a position in Paramount Global Class B in Q2 2013 and held it in 40 quarters.
  • Laird Norton Wetherby Wealth Management's Paramount Global Class B position peaked at $798K in Q3 2017.
  • 735 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.