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 $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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return