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

Summit Financial 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
2022 Q2	–	Sell	-10,083	Closed	-$381K	–	142
2022 Q1	$381K	Buy	10,083 +1,005	+11%	+$34.2K	0.08%	94
2021 Q4	$300K	Sell	9,078 -1,598	-15%	-$55.1K	0.06%	109
2021 Q3	$422K	Sell	10,676 -460	-4%	-$18.7K	0.1%	88
2021 Q2	$503K	Buy	+11,136	New	+$460K	0.11%	81
2020 Q1	–	Sell	-11,565	Closed	-$406K	–	136
2019 Q4	$406K	Buy	+11,565	New	+$448K	0.1%	101

Other funds holding PARA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Summit Financial Wealth Advisors's PARA Position: Q2 2022 in Review

Summit Financial Wealth Advisors sold out of Paramount Global Class B (PARA) in Q2 2022, closing a stake of 10,083 shares — an estimated $381K sold.

Summit Financial Wealth Advisors first reported a position in PARA in Q4 2019 and held it in 5 quarters. The position peaked at $503K in Q2 2021. 868 funds tracked by Wall St. Rank hold PARA as of Q2 2022.

Summit Financial Wealth Advisors reported no remaining Paramount Global Class B position as of Q2 2022 after selling out during the quarter.
Summit Financial Wealth Advisors sold 10,083 Paramount Global Class B shares in Q2 2022, an estimated $381K.
Summit Financial Wealth Advisors first reported a position in Paramount Global Class B in Q4 2019 and held it in 5 quarters.
Summit Financial Wealth Advisors's Paramount Global Class B position peaked at $503K in Q2 2021.
868 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.