WP
PARA

WealthPLAN Partners’s Paramount Global Class B PARA Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-101
Closed -$1.61K – 886
2023
Q2 		$1.61K Sell
101
-499
-83% -$9.01K ﹤0.01% 1101
2023
Q1 		$13.4K Buy
+600
New +$12.9K ﹤0.01% 793
2016
Q3 		$52.4K Hold
943
– – 0.02% 324
2016
Q2 		$51.3K Buy
+943
New +$51.2K 0.01% 914
2015
Q4 		$45.8K Buy
+2,707
New +$127K 0.01% 655
2015
Q2 		$3K Buy
+61
New +$3.69K ﹤0.01% 369

Other funds holding PARA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

WealthPLAN Partners's PARA Position: Q3 2023 in Review

WealthPLAN Partners sold out of Paramount Global Class B (PARA) in Q3 2023, closing a stake of 101 shares — an estimated $1.61K sold.

WealthPLAN Partners first reported a position in PARA in Q2 2015 and held it in 6 quarters. The position peaked at $52.4K in Q3 2016. 706 funds tracked by Wall St. Rank hold PARA as of Q3 2023.

  • WealthPLAN Partners reported no remaining Paramount Global Class B position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 101 Paramount Global Class B shares in Q3 2023, an estimated $1.61K.
  • WealthPLAN Partners first reported a position in Paramount Global Class B in Q2 2015 and held it in 6 quarters.
  • WealthPLAN Partners's Paramount Global Class B position peaked at $52.4K in Q3 2016.
  • 706 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.