PWAM
PARA

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

Private Wealth Asset 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
2025
Q3 		– Sell
-13,013
Closed -$168K – 1127
2025
Q2 		$168K Hold
13,013
– – 0.02% 255
2025
Q1 		$156K Buy
+13,013
New +$145K 0.02% 259

Other funds holding PARA

HRC
Hoertkorn Richard Charles $122M AUM 31% 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 $4.82B AUM 20.19% 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

Private Wealth Asset Management's PARA Position: Q3 2025 in Review

Private Wealth Asset Management sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 13,013 shares — an estimated $168K sold.

Private Wealth Asset Management first reported a position in PARA in Q1 2025 and held it in 2 quarters. The position peaked at $168K in Q2 2025. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Private Wealth Asset Management reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 13,013 Paramount Global Class B shares in Q3 2025, an estimated $168K.
  • Private Wealth Asset Management first reported a position in Paramount Global Class B in Q1 2025 and held it in 2 quarters.
  • Private Wealth Asset Management's Paramount Global Class B position peaked at $168K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Private Wealth Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.