WIA
PARA

Wetzel Investment Advisors’s Paramount Global Class B PARA Stock Holding History

Wetzel Investment Advisors’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
-4,500
Closed -$67K – 1083
2023
Q4 		$67K Buy
+4,500
New +$60.2K 0.04% 222

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

Wetzel Investment Advisors's PARA Position: Q1 2024 in Review

Wetzel Investment Advisors sold out of Paramount Global Class B (PARA) in Q1 2024, closing a stake of 4,500 shares — an estimated $67K sold.

Wetzel Investment Advisors first reported a position in PARA in Q4 2023 and held it in 1 quarter. The position peaked at $67K in Q4 2023. 720 funds tracked by Wall St. Rank hold PARA as of Q1 2024.

  • Wetzel Investment Advisors reported no remaining Paramount Global Class B position as of Q1 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 4,500 Paramount Global Class B shares in Q1 2024, an estimated $67K.
  • Wetzel Investment Advisors first reported a position in Paramount Global Class B in Q4 2023 and held it in 1 quarter.
  • Wetzel Investment Advisors's Paramount Global Class B position peaked at $67K in Q4 2023.
  • 720 funds tracked by Wall St. Rank held Paramount Global Class B as of Q1 2024.

Based on Wetzel Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.