WMA
PARA

Wealth Management Associates’s Paramount Global Class B PARA Stock Holding History

Wealth Management Associates’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
Q1 		– Sell
-26,685
Closed -$395K – 216
2023
Q4 		$395K Buy
26,685
+1,910
+8% +$25.6K 0.21% 103
2023
Q3 		$320K Sell
24,775
-610
-2% -$9.04K 0.19% 118
2023
Q2 		$404K Sell
25,385
-7,420
-23% -$134K 0.23% 92
2023
Q1 		$732K Buy
32,805
+14,870
+83% +$319K 0.45% 55
2022
Q4 		$303K Sell
17,935
-1,300
-7% -$23.9K 0.2% 116
2022
Q3 		$366K Hold
19,235
– – 0.26% 108
2022
Q2 		$475K Hold
19,235
– – 0.32% 76
2022
Q1 		$727K Buy
19,235
+5,090
+36% +$173K 0.41% 63
2021
Q4 		$427K Buy
14,145
+905
+7% +$31.2K 0.23% 115
2021
Q3 		$523K Buy
13,240
+2,480
+23% +$101K 0.31% 83
2021
Q2 		$486K Buy
10,760
+1,065
+11% +$44K 0.28% 96
2021
Q1 		$437K Buy
+9,695
New +$592K 0.28% 94

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Wealth Management Associates's PARA Position: Q1 2024 in Review

Wealth Management Associates sold out of Paramount Global Class B (PARA) in Q1 2024, closing a stake of 26,685 shares — an estimated $395K sold.

Wealth Management Associates first reported a position in PARA in Q1 2021 and held it in 12 quarters. The position peaked at $732K in Q1 2023. 719 funds tracked by Wall St. Rank hold PARA as of Q1 2024.

  • Wealth Management Associates reported no remaining Paramount Global Class B position as of Q1 2024 after selling out during the quarter.
  • Wealth Management Associates sold 26,685 Paramount Global Class B shares in Q1 2024, an estimated $395K.
  • Wealth Management Associates first reported a position in Paramount Global Class B in Q1 2021 and held it in 12 quarters.
  • Wealth Management Associates's Paramount Global Class B position peaked at $732K in Q1 2023.
  • 719 funds tracked by Wall St. Rank held Paramount Global Class B as of Q1 2024.

Based on Wealth Management Associates's 13F filing for Q1 2024, filed 28 May 2025.