LF
PARA

Lee Financial’s Paramount Global Class B PARA Stock Holding History

Lee Financial’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
Q1 		– Sell
-1,025
Closed -$17.3K – 917
2022
Q4 		$17.3K Buy
+1,025
New +$18.9K ﹤0.01% 368
2022
Q3 		– Sell
-117
Closed -$3K – 965
2022
Q2 		$3K Sell
117
-80
-41% -$2.44K ﹤0.01% 639
2022
Q1 		$7K Buy
197
+61
+45% +$2.08K ﹤0.01% 486
2021
Q4 		$4K Sell
136
-103
-43% -$3.55K ﹤0.01% 637
2021
Q3 		$9K Buy
239
+46
+24% +$1.87K ﹤0.01% 441
2021
Q2 		$9K Buy
+193
New +$7.97K ﹤0.01% 423
2019
Q1 		– Sell
-60
Closed -$3K – 539
2018
Q4 		$3K Hold
60
– – ﹤0.01% 398
2018
Q3 		$3K Buy
+60
New +$3.31K ﹤0.01% 440

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lee Financial's PARA Position: Q1 2023 in Review

Lee Financial sold out of Paramount Global Class B (PARA) in Q1 2023, closing a stake of 1,025 shares — an estimated $17.3K sold.

Lee Financial first reported a position in PARA in Q3 2018 and held it in 8 quarters. The position peaked at $17.3K in Q4 2022. 784 funds tracked by Wall St. Rank hold PARA as of Q1 2023.

  • Lee Financial reported no remaining Paramount Global Class B position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 1,025 Paramount Global Class B shares in Q1 2023, an estimated $17.3K.
  • Lee Financial first reported a position in Paramount Global Class B in Q3 2018 and held it in 8 quarters.
  • Lee Financial's Paramount Global Class B position peaked at $17.3K in Q4 2022.
  • 784 funds tracked by Wall St. Rank held Paramount Global Class B as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.