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

YorkBridge Wealth 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
2019 Q3	–	Sell	-201	Closed	-$10K	–	511
2019 Q2	$10K	Hold	201	–	–	﹤0.01%	557
2019 Q1	$10K	Hold	201	–	–	﹤0.01%	594
2018 Q4	$9K	Sell	201 -553	-73%	-$29.4K	﹤0.01%	587
2018 Q3	$42K	Buy	754 +235	+45%	+$13K	0.02%	377
2018 Q2	$29K	Hold	519	–	–	0.01%	444
2018 Q1	$26K	Buy	519 +190	+58%	+$10.4K	0.01%	461
2017 Q4	$18K	Sell	329 -225	-41%	-$12.9K	0.01%	550
2017 Q3	$32K	Hold	554	–	–	0.02%	431
2017 Q2	$36K	Sell	554 -101	-15%	-$6.46K	0.02%	415
2017 Q1	$43K	Buy	655 +105	+19%	+$6.89K	0.02%	387
2016 Q4	$34K	Buy	+550	New	+$32.6K	0.02%	406

Other funds holding PARA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's PARA Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Paramount Global Class B (PARA) in Q3 2019, closing a stake of 201 shares — an estimated $10K sold.

YorkBridge Wealth Partners first reported a position in PARA in Q4 2016 and held it in 11 quarters. The position peaked at $43K in Q1 2017. 666 funds tracked by Wall St. Rank hold PARA as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Paramount Global Class B position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 201 Paramount Global Class B shares in Q3 2019, an estimated $10K.
YorkBridge Wealth Partners first reported a position in Paramount Global Class B in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Paramount Global Class B position peaked at $43K in Q1 2017.
666 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.