VWA
PARA

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

Visionary 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
Q3 		– Sell
-8,172
Closed -$202K – 437
2022
Q2 		$202K Buy
8,172
+542
+7% +$16.5K 0.02% 395
2022
Q1 		$289K Sell
7,630
-325
-4% -$11.1K 0.02% 330
2021
Q4 		$240K Sell
7,955
-2,186
-22% -$75.3K 0.02% 336
2021
Q3 		$401K Sell
10,141
-1,391
-12% -$56.7K 0.04% 212
2021
Q2 		$521K Buy
11,532
+201
+2% +$8.3K 0.05% 199
2021
Q1 		$511K Sell
11,331
-97,184
-90% -$5.94M 0.05% 194
2020
Q4 		$4.04M Buy
108,515
+6,744
+7% +$216K 0.45% 56
2020
Q3 		$2.85M Buy
+101,771
New +$2.73M 0.4% 67

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Visionary Wealth Advisors's PARA Position: Q3 2022 in Review

Visionary Wealth Advisors sold out of Paramount Global Class B (PARA) in Q3 2022, closing a stake of 8,172 shares — an estimated $202K sold.

Visionary Wealth Advisors first reported a position in PARA in Q3 2020 and held it in 8 quarters. The position peaked at $4.04M in Q4 2020. 793 funds tracked by Wall St. Rank hold PARA as of Q3 2022.

  • Visionary Wealth Advisors reported no remaining Paramount Global Class B position as of Q3 2022 after selling out during the quarter.
  • Visionary Wealth Advisors sold 8,172 Paramount Global Class B shares in Q3 2022, an estimated $202K.
  • Visionary Wealth Advisors first reported a position in Paramount Global Class B in Q3 2020 and held it in 8 quarters.
  • Visionary Wealth Advisors's Paramount Global Class B position peaked at $4.04M in Q4 2020.
  • 793 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2022.

Based on Visionary Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.