Accurate Wealth Management’s PayPal PYPL Stock Holding History

Accurate 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
2023 Q1	–	Sell	-4,791	Closed	-$373K	–	1127
2022 Q4	$373K	Buy	4,791 +2,455	+105%	+$196K	0.14%	133
2022 Q3	$201K	Buy	+2,336	New	+$207K	0.08%	180
2022 Q2	–	Sell	-9,661	Closed	-$1.12M	–	190
2022 Q1	$1.12M	Buy	9,661 +7,833	+429%	+$1.04M	0.5%	46
2021 Q4	$376K	Sell	1,828 -32	-2%	-$6.92K	0.31%	88
2021 Q3	$487K	Buy	1,860 +96	+5%	+$27.2K	0.42%	66
2021 Q2	$514K	Buy	+1,764	New	+$466K	0.45%	53

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

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Accurate Wealth Management's PYPL Position: Q1 2023 in Review

Accurate Wealth Management sold out of PayPal (PYPL) in Q1 2023, closing a stake of 4,791 shares — an estimated $373K sold.

Accurate Wealth Management first reported a position in PYPL in Q2 2021 and held it in 6 quarters. The position peaked at $1.12M in Q1 2022. 1,962 funds tracked by Wall St. Rank hold PYPL as of Q1 2023.

Accurate Wealth Management reported no remaining PayPal position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 4,791 PayPal shares in Q1 2023, an estimated $373K.
Accurate Wealth Management first reported a position in PayPal in Q2 2021 and held it in 6 quarters.
Accurate Wealth Management's PayPal position peaked at $1.12M in Q1 2022.
1,962 funds tracked by Wall St. Rank held PayPal as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.