MYIA
PARA

Mount Yale Investment Advisors’s Paramount Global Class B PARA Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-283,162
Closed -$3.65M – 1319
2025
Q2 		$3.65M Sell
283,162
-11,395
-4% -$133K 0.29% 71
2025
Q1 		$3.52M Sell
294,557
-34,382
-10% -$384K 0.3% 67
2024
Q4 		$3.44M Sell
328,939
-96,883
-23% -$1.04M 0.28% 70
2024
Q3 		$4.52M Buy
+425,822
New +$4.63M 0.43% 57
2020
Q1 		– Sell
-187,779
Closed -$6.41M – 325
2019
Q4 		$6.41M Buy
+187,779
New +$7.27M 1.11% 26
2018
Q4 		– Sell
-1,000
Closed -$58K – 642
2018
Q3 		$58K Sell
1,000
-89
-8% -$4.91K 0.01% 575
2018
Q2 		$61K Sell
1,089
-1,169
-52% -$61K 0.01% 594
2018
Q1 		$116K Buy
+2,258
New +$124K 0.02% 409

Other funds holding PARA

HRC
Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mount Yale Investment Advisors's PARA Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 283,162 shares — an estimated $3.65M sold.

Mount Yale Investment Advisors first reported a position in PARA in Q1 2018 and held it in 8 quarters. The position peaked at $6.41M in Q4 2019. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 283,162 Paramount Global Class B shares in Q3 2025, an estimated $3.65M.
  • Mount Yale Investment Advisors first reported a position in Paramount Global Class B in Q1 2018 and held it in 8 quarters.
  • Mount Yale Investment Advisors's Paramount Global Class B position peaked at $6.41M in Q4 2019.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.