SWA
PARA

SOA Wealth Advisors’s Paramount Global Class B PARA Stock Holding History

SOA Wealth 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
2025
Q3 		– Sell
-79
Closed -$1.02K – 918
2025
Q2 		$1.02K Sell
79
-400
-84% -$4.68K ﹤0.01% 754
2025
Q1 		$5.73K Buy
479
+400
+506% +$4.47K ﹤0.01% 622
2024
Q4 		$831 Sell
79
-4
-5% -$43 ﹤0.01% 744
2024
Q3 		$886 Hold
83
– – ﹤0.01% 720
2024
Q2 		$863 Sell
83
-287
-78% -$3.36K ﹤0.01% 733
2024
Q1 		$4.36K Buy
370
+1
+0.3% +$13 ﹤0.01% 625
2023
Q4 		$5.46K Sell
369
-70
-16% -$937 ﹤0.01% 589
2023
Q3 		$5.67K Sell
439
-170
-28% -$2.52K ﹤0.01% 600
2023
Q2 		$9.68K Buy
609
+6
+1% +$108 ﹤0.01% 535
2023
Q1 		$13.4K Buy
603
+8
+1% +$172 ﹤0.01% 492
2022
Q4 		$10.1K Buy
595
+6
+1% +$110 ﹤0.01% 516
2022
Q3 		$11K Buy
589
+5
+0.9% +$120 ﹤0.01% 499
2022
Q2 		$14K Sell
584
-294
-33% -$8.96K ﹤0.01% 446
2022
Q1 		$33K Buy
878
+3
+0.3% +$102 0.01% 374
2021
Q4 		$27K Sell
875
-154
-15% -$5.31K 0.01% 395
2021
Q3 		$40K Buy
1,029
+399
+63% +$16.3K 0.01% 334
2021
Q2 		$28K Buy
630
+68
+12% +$2.81K 0.01% 401
2021
Q1 		$25K Buy
562
+11
+2% +$672 0.01% 365
2020
Q4 		$31K Buy
+551
New +$17.7K 0.01% 325

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

SOA Wealth Advisors's PARA Position: Q3 2025 in Review

SOA Wealth Advisors sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 79 shares — an estimated $1.02K sold.

SOA Wealth Advisors first reported a position in PARA in Q4 2020 and held it in 19 quarters. The position peaked at $40K in Q3 2021. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • SOA Wealth Advisors reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 79 Paramount Global Class B shares in Q3 2025, an estimated $1.02K.
  • SOA Wealth Advisors first reported a position in Paramount Global Class B in Q4 2020 and held it in 19 quarters.
  • SOA Wealth Advisors's Paramount Global Class B position peaked at $40K in Q3 2021.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.