TPWA
PARA

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

TRUE Private 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
2021
Q1 		– Sell
-61
Closed -$2K – 559
2020
Q4 		$2K Hold
61
– – ﹤0.01% 671
2020
Q3 		$1K Hold
61
– – ﹤0.01% 665
2020
Q2 		$1K Hold
61
– – ﹤0.01% 654
2020
Q1 		$0 Buy
+61
New +$1.75K ﹤0.01% 785
2018
Q4 		– Sell
-244
Closed -$14.1K – 715
2018
Q3 		$14.1K Buy
+244
New +$13.5K ﹤0.01% 677

Other funds holding PARA

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

TRUE Private Wealth Advisors's PARA Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Paramount Global Class B (PARA) in Q1 2021, closing a stake of 61 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in PARA in Q3 2018 and held it in 5 quarters. The position peaked at $14.1K in Q3 2018. 969 funds tracked by Wall St. Rank hold PARA as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Paramount Global Class B position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 61 Paramount Global Class B shares in Q1 2021, an estimated $2K.
  • TRUE Private Wealth Advisors first reported a position in Paramount Global Class B in Q3 2018 and held it in 5 quarters.
  • TRUE Private Wealth Advisors's Paramount Global Class B position peaked at $14.1K in Q3 2018.
  • 969 funds tracked by Wall St. Rank held Paramount Global Class B as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.