LWM
PARA

Liberty Wealth Management’s Paramount Global Class B PARA Stock Holding History

Liberty Wealth Management’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
2021
Q2 		– Sell
-650
Closed -$34K – 1152
2021
Q1 		$34K Hold
650
– – 0.02% 360
2020
Q4 		$34K Hold
650
– – 0.02% 357
2020
Q3 		$18K Sell
650
-14
-2% -$375 0.01% 420
2020
Q2 		$15K Buy
+664
New +$12.8K 0.01% 423
2020
Q1 		– Sell
-64
Closed -$3K – 955
2019
Q4 		$3K Buy
+64
New +$2.48K ﹤0.01% 731
2019
Q1 		– Sell
-32
Closed -$1K – 818
2018
Q4 		$1K Buy
+32
New +$1.7K ﹤0.01% 720

Other funds holding PARA

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Liberty Wealth Management's PARA Position: Q2 2021 in Review

Liberty Wealth Management sold out of Paramount Global Class B (PARA) in Q2 2021, closing a stake of 650 shares — an estimated $34K sold.

Liberty Wealth Management first reported a position in PARA in Q4 2018 and held it in 6 quarters. The position peaked at $34K in Q1 2021. 1,008 funds tracked by Wall St. Rank hold PARA as of Q2 2021.

  • Liberty Wealth Management reported no remaining Paramount Global Class B position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 650 Paramount Global Class B shares in Q2 2021, an estimated $34K.
  • Liberty Wealth Management first reported a position in Paramount Global Class B in Q4 2018 and held it in 6 quarters.
  • Liberty Wealth Management's Paramount Global Class B position peaked at $34K in Q1 2021.
  • 1,008 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.