Lenox Wealth Advisors’s Paramount Global Class B PARA Stock Holding History

Lenox Wealth 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
2022 Q1	$6K	Buy	162 +135	+500%	+$4.6K	﹤0.01%	547
2021 Q4	$1K	Buy	+27	New	+$931	﹤0.01%	889
2021 Q2	–	Sell	-9	Closed	–	–	774
2021 Q1	$0	Buy	+9	New	+$550	﹤0.01%	740
2015 Q4	–	Sell	-160	Closed	-$6K	–	550
2015 Q3	$6K	Buy	160 +42	+36%	+$2.04K	﹤0.01%	233
2015 Q2	$7K	Hold	118	–	–	﹤0.01%	181
2015 Q1	$7K	Hold	118	–	–	﹤0.01%	201
2014 Q4	$7K	Sell	118 -163	-58%	-$8.68K	﹤0.01%	200
2014 Q3	$15K	Hold	281	–	–	0.01%	151
2014 Q2	$18K	Buy	281 +118	+72%	+$7.02K	0.01%	114
2014 Q1	$10K	Sell	163 -71	-30%	-$4.48K	0.01%	130
2013 Q4	$15K	Sell	234 -179	-43%	-$10.5K	0.01%	135
2013 Q3	$23K	Buy	413 +250	+153%	+$13.3K	0.02%	57
2013 Q2	$8K	Buy	+163	New	+$7.45K	0.01%	131

Other funds holding PARA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lenox Wealth Advisors's PARA Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Paramount Global Class B (PARA) stake by 500% in Q1 2022, buying an estimated $4.6K and bringing the position to 162 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Lenox Wealth Advisors first reported a position in PARA in Q2 2013 and has held it in 13 quarters since. The position peaked at $23K in Q3 2013. 932 funds tracked by Wall St. Rank hold PARA as of Q1 2022.

Lenox Wealth Advisors held 162 shares of Paramount Global Class B worth $6K as of Q1 2022.
Lenox Wealth Advisors bought 135 Paramount Global Class B shares in Q1 2022, an estimated $4.6K.
Paramount Global Class B made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #547 holding.
Lenox Wealth Advisors first reported a position in Paramount Global Class B in Q2 2013 and has held it in 13 quarters since.
Lenox Wealth Advisors's Paramount Global Class B position peaked at $23K in Q3 2013.
932 funds tracked by Wall St. Rank held Paramount Global Class B as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.