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

Meridian 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
2023 Q2	–	Sell	-15,667	Closed	-$350K	–	561
2023 Q1	$350K	Buy	15,667 +884	+6%	+$19K	0.03%	386
2022 Q4	$250K	Buy	14,783 +3,077	+26%	+$56.6K	0.02%	454
2022 Q3	$223K	Buy	+11,706	New	+$281K	0.02%	436
2021 Q3	–	Sell	-5,186	Closed	-$234K	–	400
2021 Q2	$234K	Sell	5,186 -4,364	-46%	-$180K	0.03%	345
2021 Q1	$431K	Buy	+9,550	New	+$583K	0.06%	233
2020 Q1	–	Sell	-6,558	Closed	-$275K	–	239
2019 Q4	$275K	Buy	+6,558	New	+$254K	0.13%	159

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Meridian Wealth Management's PARA Position: Q2 2023 in Review

Meridian Wealth Management sold out of Paramount Global Class B (PARA) in Q2 2023, closing a stake of 15,667 shares — an estimated $350K sold.

Meridian Wealth Management first reported a position in PARA in Q4 2019 and held it in 6 quarters. The position peaked at $431K in Q1 2021. 735 funds tracked by Wall St. Rank hold PARA as of Q2 2023.

Meridian Wealth Management reported no remaining Paramount Global Class B position as of Q2 2023 after selling out during the quarter.
Meridian Wealth Management sold 15,667 Paramount Global Class B shares in Q2 2023, an estimated $350K.
Meridian Wealth Management first reported a position in Paramount Global Class B in Q4 2019 and held it in 6 quarters.
Meridian Wealth Management's Paramount Global Class B position peaked at $431K in Q1 2021.
735 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2023.

Based on Meridian Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.