SWM
PARA

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

SeaCrest Wealth 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
-16,850
Closed -$217K – 664
2025
Q2 		$217K Sell
16,850
-2,593
-13% -$30.4K 0.02% 549
2025
Q1 		$233K Sell
19,443
-1,542
-7% -$17.2K 0.03% 570
2024
Q4 		$220K Sell
20,985
-3,136
-13% -$33.7K 0.02% 598
2024
Q3 		$256K Sell
24,121
-1,814
-7% -$19.7K 0.03% 542
2024
Q2 		$269K Buy
+25,935
New +$304K 0.03% 493
2022
Q3 		– Sell
-11,008
Closed -$272K – 1231
2022
Q2 		$272K Sell
11,008
-7
-0.1% -$213 0.03% 502
2022
Q1 		$416K Buy
11,015
+642
+6% +$21.9K 0.05% 414
2021
Q4 		$313K Sell
10,373
-4,604
-31% -$159K 0.03% 501
2021
Q3 		$592K Buy
14,977
+348
+2% +$14.2K 0.07% 291
2021
Q2 		$661K Buy
14,629
+5,006
+52% +$207K 0.08% 274
2021
Q1 		$434K Sell
9,623
-33,853
-78% -$2.07M 0.06% 348
2020
Q4 		$1.62M Buy
43,476
+8,096
+23% +$260K 0.23% 97
2020
Q3 		$991K Sell
35,380
-1,910
-5% -$51.2K 0.16% 137
2020
Q2 		$870K Sell
37,290
-7,968
-18% -$154K 0.15% 155
2020
Q1 		$634K Buy
45,258
+34,102
+306% +$978K 0.14% 171
2019
Q4 		$468K Buy
11,156
+5,698
+104% +$221K 0.08% 293
2019
Q3 		$220K Sell
5,458
-867
-14% -$40.6K 0.04% 469
2019
Q2 		$316K Buy
6,325
+200
+3% +$9.9K 0.06% 368
2019
Q1 		$291K Sell
6,125
-600
-9% -$29.2K 0.05% 370
2018
Q4 		$294K Sell
6,725
-300
-4% -$15.9K 0.06% 336
2018
Q3 		$404K Sell
7,025
-656
-9% -$36.2K 0.07% 306
2018
Q2 		$432K Sell
7,681
-763
-9% -$39.8K 0.08% 284
2018
Q1 		$434K Hold
8,444
– – 0.08% 278
2017
Q4 		$498K Buy
+8,444
New +$486K 0.09% 243

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

SeaCrest Wealth Management's PARA Position: Q3 2025 in Review

SeaCrest Wealth Management sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 16,850 shares — an estimated $217K sold.

SeaCrest Wealth Management first reported a position in PARA in Q4 2017 and held it in 24 quarters. The position peaked at $1.62M in Q4 2020. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • SeaCrest Wealth Management reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 16,850 Paramount Global Class B shares in Q3 2025, an estimated $217K.
  • SeaCrest Wealth Management first reported a position in Paramount Global Class B in Q4 2017 and held it in 24 quarters.
  • SeaCrest Wealth Management's Paramount Global Class B position peaked at $1.62M in Q4 2020.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

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