PFA
PARA

Pathway Financial Advisers’s Paramount Global Class B PARA Stock Holding History

Pathway Financial Advisers’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
Q1 		– Sell
-1,152
Closed -$19.5K – 547
2022
Q4 		$19.5K Buy
+1,152
New +$21.2K 0.01% 336

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pathway Financial Advisers's PARA Position: Q1 2023 in Review

Pathway Financial Advisers sold out of Paramount Global Class B (PARA) in Q1 2023, closing a stake of 1,152 shares — an estimated $19.5K sold.

Pathway Financial Advisers first reported a position in PARA in Q4 2022 and held it in 1 quarter. The position peaked at $19.5K in Q4 2022. 784 funds tracked by Wall St. Rank hold PARA as of Q1 2023.

  • Pathway Financial Advisers reported no remaining Paramount Global Class B position as of Q1 2023 after selling out during the quarter.
  • Pathway Financial Advisers sold 1,152 Paramount Global Class B shares in Q1 2023, an estimated $19.5K.
  • Pathway Financial Advisers first reported a position in Paramount Global Class B in Q4 2022 and held it in 1 quarter.
  • Pathway Financial Advisers's Paramount Global Class B position peaked at $19.5K in Q4 2022.
  • 784 funds tracked by Wall St. Rank held Paramount Global Class B as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.