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

Level 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
2022 Q4	–	Sell	-186	Closed	-$4K	–	291
2022 Q3	$4K	Hold	186	–	–	﹤0.01%	201
2022 Q2	$5K	Hold	186	–	–	﹤0.01%	213
2022 Q1	$7K	Hold	186	–	–	0.01%	171
2021 Q4	$6K	Buy	+186	New	+$6.41K	﹤0.01%	197

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Level Financial Advisors's PARA Position: Q4 2022 in Review

Level Financial Advisors sold out of Paramount Global Class B (PARA) in Q4 2022, closing a stake of 186 shares — an estimated $4K sold.

Level Financial Advisors first reported a position in PARA in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 801 funds tracked by Wall St. Rank hold PARA as of Q4 2022.

Level Financial Advisors reported no remaining Paramount Global Class B position as of Q4 2022 after selling out during the quarter.
Level Financial Advisors sold 186 Paramount Global Class B shares in Q4 2022, an estimated $4K.
Level Financial Advisors first reported a position in Paramount Global Class B in Q4 2021 and held it in 4 quarters.
Level Financial Advisors's Paramount Global Class B position peaked at $7K in Q1 2022.
801 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2022.

Based on Level Financial Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.