VFA
PARA

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

Valeo Financial 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
2023
Q1 		– Sell
-2,500
Closed -$42 – 662
2022
Q4 		$42 Buy
+2,500
New +$46K ﹤0.01% 550
2021
Q4 		– Sell
-300
Closed -$12K – 623
2021
Q3 		$12K Hold
300
– – ﹤0.01% 576
2021
Q2 		$14K Buy
+300
New +$12.4K ﹤0.01% 509
2020
Q1 		– Sell
-1,000
Closed -$42K – 1878
2019
Q4 		$42K Buy
+1,000
New +$38.7K ﹤0.01% 714

Other funds holding PARA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CGH
Contrarius Group Holdings Hamilton, Bermuda $1.77B AUM 83.15% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Valeo Financial Advisors's PARA Position: Q4 2024 in Review

Valeo Financial Advisors sold out of Paramount Global Class B (PARA) in Q4 2024, closing a stake of 10,886 shares — an estimated $116K sold.

Valeo Financial Advisors first reported a position in PARA in Q3 2017 and held it in 29 quarters. The position peaked at $2.19M in Q1 2022. 656 funds tracked by Wall St. Rank hold PARA as of Q4 2024.

  • Valeo Financial Advisors reported no remaining Paramount Global Class B position as of Q4 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 10,886 Paramount Global Class B shares in Q4 2024, an estimated $116K.
  • Valeo Financial Advisors first reported a position in Paramount Global Class B in Q3 2017 and held it in 29 quarters.
  • Valeo Financial Advisors's Paramount Global Class B position peaked at $2.19M in Q1 2022.
  • 656 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2024.

Based on Valeo Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.