9258 Wealth Management’s PayPal PYPL Stock Holding History

9258 Wealth Management’s Portfolio PYPL Stock Details PYPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,593	Closed	-$223K	–	339
2022 Q3	$223K	Buy	+2,593	New	+$230K	0.06%	289
2022 Q2	–	Sell	-2,587	Closed	-$299K	–	350
2022 Q1	$299K	Sell	2,587 -63	-2%	-$8.38K	0.07%	280
2021 Q4	$500K	Sell	2,650 -50	-2%	-$10.8K	0.11%	195
2021 Q3	$703K	Buy	2,700 +18	+0.7%	+$5.11K	0.19%	134
2021 Q2	$782K	Hold	2,682	–	–	0.21%	118
2021 Q1	$651K	Buy	2,682 +51	+2%	+$12.9K	0.2%	130
2020 Q4	$616K	Buy	2,631 +10	+0.4%	+$2.07K	0.2%	126
2020 Q3	$488K	Buy	2,621 +115	+5%	+$21.7K	0.18%	137
2020 Q2	$437K	Hold	2,506	–	–	0.18%	149
2020 Q1	$302K	Hold	2,506	–	–	0.13%	184
2019 Q4	$271K	Buy	+2,506	New	+$261K	0.1%	229

Other funds holding PYPL

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

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

9258 Wealth Management's PYPL Position: Q4 2022 in Review

9258 Wealth Management sold out of PayPal (PYPL) in Q4 2022, closing a stake of 2,593 shares — an estimated $223K sold.

9258 Wealth Management first reported a position in PYPL in Q4 2019 and held it in 11 quarters. The position peaked at $782K in Q2 2021. 2,009 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

9258 Wealth Management reported no remaining PayPal position as of Q4 2022 after selling out during the quarter.
9258 Wealth Management sold 2,593 PayPal shares in Q4 2022, an estimated $223K.
9258 Wealth Management first reported a position in PayPal in Q4 2019 and held it in 11 quarters.
9258 Wealth Management's PayPal position peaked at $782K in Q2 2021.
2,009 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on 9258 Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.