LFA
PARA

Legacy Financial Advisors’s Paramount Global Class B PARA Stock Holding History

Legacy Financial Advisors’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 		– Sell
-20,000
Closed -$212K – 363
2024
Q3 		$212K Hold
20,000
– – 0.04% 333
2024
Q2 		$208K Hold
20,000
– – 0.04% 318
2024
Q1 		$235K Hold
20,000
– – 0.04% 290
2023
Q4 		$296K Buy
+20,000
New +$268K 0.06% 232
2019
Q2 		– Sell
-1,124
Closed -$53K – 675
2019
Q1 		$53K Sell
1,124
-1,034
-48% -$50.4K 0.02% 268
2018
Q4 		$94K Buy
2,158
+1,726
+400% +$91.7K 0.04% 147
2018
Q3 		$24K Sell
432
-118
-21% -$6.51K 0.01% 348
2018
Q2 		$32K Buy
550
+47
+9% +$2.46K 0.01% 307
2018
Q1 		$26K Hold
503
– – 0.01% 324
2017
Q4 		$29K Buy
+503
New +$28.9K 0.01% 312

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

Legacy Financial Advisors's PARA Position: Q4 2024 in Review

Legacy Financial Advisors sold out of Paramount Global Class B (PARA) in Q4 2024, closing a stake of 20,000 shares — an estimated $212K sold.

Legacy Financial Advisors first reported a position in PARA in Q4 2017 and held it in 10 quarters. The position peaked at $296K in Q4 2023. 655 funds tracked by Wall St. Rank hold PARA as of Q4 2024.

  • Legacy Financial Advisors reported no remaining Paramount Global Class B position as of Q4 2024 after selling out during the quarter.
  • Legacy Financial Advisors sold 20,000 Paramount Global Class B shares in Q4 2024, an estimated $212K.
  • Legacy Financial Advisors first reported a position in Paramount Global Class B in Q4 2017 and held it in 10 quarters.
  • Legacy Financial Advisors's Paramount Global Class B position peaked at $296K in Q4 2023.
  • 655 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2024.

Based on Legacy Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.