OIA
PARA

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

Optimum 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
2022
Q4 		– Sell
-250
Closed -$5K – 813
2022
Q3 		$5K Hold
250
– – ﹤0.01% 660
2022
Q2 		$6K Hold
250
– – ﹤0.01% 656
2022
Q1 		$9K Hold
250
– – ﹤0.01% 662
2021
Q4 		$8K Hold
250
– – ﹤0.01% 698
2021
Q3 		$10K Hold
250
– – ﹤0.01% 685
2021
Q2 		$11K Hold
250
– – ﹤0.01% 745
2021
Q1 		$11K Buy
+250
New +$15.3K ﹤0.01% 759
2018
Q4 		– Sell
-800
Closed -$46K – 1008
2018
Q3 		$46K Buy
+800
New +$44.2K 0.01% 546

Other funds holding PARA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Optimum Investment Advisors's PARA Position: Q4 2022 in Review

Optimum Investment Advisors sold out of Paramount Global Class B (PARA) in Q4 2022, closing a stake of 250 shares — an estimated $5K sold.

Optimum Investment Advisors first reported a position in PARA in Q3 2018 and held it in 8 quarters. The position peaked at $46K in Q3 2018. 801 funds tracked by Wall St. Rank hold PARA as of Q4 2022.

  • Optimum Investment Advisors reported no remaining Paramount Global Class B position as of Q4 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 250 Paramount Global Class B shares in Q4 2022, an estimated $5K.
  • Optimum Investment Advisors first reported a position in Paramount Global Class B in Q3 2018 and held it in 8 quarters.
  • Optimum Investment Advisors's Paramount Global Class B position peaked at $46K in Q3 2018.
  • 801 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.