Wealth Enhancement Advisory Services
PARA

Wealth Enhancement Advisory Services’s Paramount Global Class B PARA Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q4 		– Sell
-3,000
Closed -$315 – 3074
2024
Q3 		$315 Hold
3,000
– – ﹤0.01% 2791
2024
Q2 		$2.76K Buy
3,000
+1,500
+100% +$17.6K ﹤0.01% 2564
2024
Q1 		$818 Buy
+1,500
New +$18.9K ﹤0.01% 2468

Other funds holding PARA

HRC
Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's PARA Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 18,062 shares — an estimated $233K sold.

Wealth Enhancement Advisory Services first reported a position in PARA in Q2 2020 and held it in 15 quarters. The position peaked at $12.2M in Q2 2022. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 18,062 Paramount Global Class B shares in Q3 2025, an estimated $233K.
  • Wealth Enhancement Advisory Services first reported a position in Paramount Global Class B in Q2 2020 and held it in 15 quarters.
  • Wealth Enhancement Advisory Services's Paramount Global Class B position peaked at $12.2M in Q2 2022.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.