TFA
PARA

Toth Financial Advisory’s Paramount Global Class B PARA Stock Holding History

Toth Financial Advisory’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
2023
Q4 		– Sell
-240
Closed -$3.1K – 778
2023
Q3 		$3.1K Buy
+240
New +$3.56K ﹤0.01% 592
2015
Q2 		– Sell
-9,000
Closed -$546K – 122
2015
Q1 		$546K Buy
+9,000
New +$526K 0.18% 90

Other funds holding PARA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Toth Financial Advisory's PARA Position: Q4 2023 in Review

Toth Financial Advisory sold out of Paramount Global Class B (PARA) in Q4 2023, closing a stake of 240 shares — an estimated $3.1K sold.

Toth Financial Advisory first reported a position in PARA in Q1 2015 and held it in 2 quarters. The position peaked at $546K in Q1 2015. 732 funds tracked by Wall St. Rank hold PARA as of Q4 2023.

  • Toth Financial Advisory reported no remaining Paramount Global Class B position as of Q4 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 240 Paramount Global Class B shares in Q4 2023, an estimated $3.1K.
  • Toth Financial Advisory first reported a position in Paramount Global Class B in Q1 2015 and held it in 2 quarters.
  • Toth Financial Advisory's Paramount Global Class B position peaked at $546K in Q1 2015.
  • 732 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.