Squar Milner Financial Services’s Paramount Global Class B PARA Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-2,327	Closed	-$32K	–	551
2020 Q1	$32K	Hold	2,327	–	–	0.02%	402
2019 Q4	$97K	Buy	+2,327	New	+$90.1K	0.05%	332
2019 Q3	–	Sell	-1,410	Closed	-$70K	–	560
2019 Q2	$70K	Hold	1,410	–	–	0.05%	314
2019 Q1	$67K	Hold	1,410	–	–	0.05%	292
2018 Q4	$62K	Hold	1,410	–	–	0.06%	268
2018 Q3	$81K	Sell	1,410 -763	-35%	-$42.1K	0.07%	258
2018 Q2	$122K	Buy	+2,173	New	+$113K	0.11%	225

Other funds holding PARA

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Squar Milner Financial Services's PARA Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Paramount Global Class B (PARA) in Q2 2020, closing a stake of 2,327 shares — an estimated $32K sold.

Squar Milner Financial Services first reported a position in PARA in Q2 2018 and held it in 7 quarters. The position peaked at $122K in Q2 2018. 722 funds tracked by Wall St. Rank hold PARA as of Q2 2020.

Squar Milner Financial Services reported no remaining Paramount Global Class B position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,327 Paramount Global Class B shares in Q2 2020, an estimated $32K.
Squar Milner Financial Services first reported a position in Paramount Global Class B in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Paramount Global Class B position peaked at $122K in Q2 2018.
722 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.