Principle Wealth Partners’s Paramount Global Class B PARA Stock Holding History

Principle Wealth Partners’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 Q2	–	Sell	-7,515	Closed	-$284K	–	321
2022 Q1	$284K	Buy	7,515 +285	+4%	+$9.71K	0.03%	270
2021 Q4	$218K	Sell	7,230 -144	-2%	-$4.96K	0.02%	302
2021 Q3	$292K	Buy	7,374 +144	+2%	+$5.87K	0.03%	252
2021 Q2	$327K	Buy	7,230 +2,410	+50%	+$99.5K	0.04%	240
2021 Q1	$217K	Buy	+4,820	New	+$294K	0.03%	273
2020 Q3	–	Sell	-7,020	Closed	-$164K	–	349
2020 Q2	$164K	Buy	+7,020	New	+$135K	0.05%	162

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principle Wealth Partners's PARA Position: Q2 2022 in Review

Principle Wealth Partners sold out of Paramount Global Class B (PARA) in Q2 2022, closing a stake of 7,515 shares — an estimated $284K sold.

Principle Wealth Partners first reported a position in PARA in Q2 2020 and held it in 6 quarters. The position peaked at $327K in Q2 2021. 868 funds tracked by Wall St. Rank hold PARA as of Q2 2022.

Principle Wealth Partners reported no remaining Paramount Global Class B position as of Q2 2022 after selling out during the quarter.
Principle Wealth Partners sold 7,515 Paramount Global Class B shares in Q2 2022, an estimated $284K.
Principle Wealth Partners first reported a position in Paramount Global Class B in Q2 2020 and held it in 6 quarters.
Principle Wealth Partners's Paramount Global Class B position peaked at $327K in Q2 2021.
868 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2022.

Based on Principle Wealth Partners's 13F filing for Q2 2022, filed 2 Aug 2022.