WMP
PARA

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

Wealth Management Partners’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
Q3 		– Sell
-13,525
Closed -$611K – 120
2021
Q2 		$611K Buy
+13,525
New +$558K 0.43% 57

Other funds holding PARA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealth Management Partners's PARA Position: Q3 2021 in Review

Wealth Management Partners sold out of Paramount Global Class B (PARA) in Q3 2021, closing a stake of 13,525 shares — an estimated $611K sold.

Wealth Management Partners first reported a position in PARA in Q2 2021 and held it in 1 quarter. The position peaked at $611K in Q2 2021. 983 funds tracked by Wall St. Rank hold PARA as of Q3 2021.

  • Wealth Management Partners reported no remaining Paramount Global Class B position as of Q3 2021 after selling out during the quarter.
  • Wealth Management Partners sold 13,525 Paramount Global Class B shares in Q3 2021, an estimated $611K.
  • Wealth Management Partners first reported a position in Paramount Global Class B in Q2 2021 and held it in 1 quarter.
  • Wealth Management Partners's Paramount Global Class B position peaked at $611K in Q2 2021.
  • 983 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2021.

Based on Wealth Management Partners's 13F filing for Q3 2021, filed 13 Oct 2021.