Legacy Financial Group (Iowa)
PARA

Legacy Financial Group (Iowa)’s Paramount Global Class B PARA Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-470
Closed -$6.06K – 369
2023
Q3 		$6.06K Buy
+470
New +$6.96K ﹤0.01% 370

Other funds holding PARA

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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Legacy Financial Group (Iowa)'s PARA Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Paramount Global Class B (PARA) in Q4 2023, closing a stake of 470 shares — an estimated $6.06K sold.

Legacy Financial Group (Iowa) first reported a position in PARA in Q3 2023 and held it in 1 quarter. The position peaked at $6.06K in Q3 2023. 733 funds tracked by Wall St. Rank hold PARA as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Paramount Global Class B position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 470 Paramount Global Class B shares in Q4 2023, an estimated $6.06K.
  • Legacy Financial Group (Iowa) first reported a position in Paramount Global Class B in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Paramount Global Class B position peaked at $6.06K in Q3 2023.
  • 733 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.