Spire Wealth Management’s Paramount Global Class A PARAA Stock Holding History

Spire Wealth Management’s Portfolio PARAA Stock Details PARAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-104	Closed	-$2.27K	–	2348
2024 Q1	$2.27K	Hold	104	–	–	﹤0.01%	2062
2023 Q4	$1.95K	Hold	104	–	–	﹤0.01%	2146
2023 Q3	$1.63K	Buy	104 +1	+1%	+$18	﹤0.01%	2165
2023 Q2	$1.92K	Buy	103 +1	+1%	+$21	﹤0.01%	2206
2023 Q1	$2.64K	Buy	+102	New	+$2.53K	﹤0.01%	2200
2021 Q4	–	Sell	-1,800	Closed	-$76K	–	2983
2021 Q3	$76K	Buy	1,800 +300	+20%	+$13.4K	﹤0.01%	1304
2021 Q2	$73K	Buy	1,500 +600	+67%	+$27.3K	﹤0.01%	1328
2021 Q1	$42K	Buy	+900	New	+$55.2K	﹤0.01%	1816

Other funds holding PARAA

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 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

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

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

MAM

Mark Asset Management New York $1.1B AUM 43.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spire Wealth Management's PARAA Position: Q2 2024 in Review

Spire Wealth Management sold out of Paramount Global Class A (PARAA) in Q2 2024, closing a stake of 104 shares — an estimated $2.27K sold.

Spire Wealth Management first reported a position in PARAA in Q1 2021 and held it in 8 quarters. The position peaked at $76K in Q3 2021. 100 funds tracked by Wall St. Rank hold PARAA as of Q2 2024.

Spire Wealth Management reported no remaining Paramount Global Class A position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 104 Paramount Global Class A shares in Q2 2024, an estimated $2.27K.
Spire Wealth Management first reported a position in Paramount Global Class A in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's Paramount Global Class A position peaked at $76K in Q3 2021.
100 funds tracked by Wall St. Rank held Paramount Global Class A as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.