AIA
PYPL icon

Alera Investment Advisors’s PayPal PYPL Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$210K Buy
+2,696
New +$180K 0.02% 267
2019
Q2 		– Sell
-543
Closed -$56K – 779
2019
Q1 		$56K Buy
543
+30
+6% +$2.84K 0.03% 155
2018
Q4 		$43K Buy
+513
New +$42.7K 0.03% 189

Other funds holding PYPL

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
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alera Investment Advisors's PYPL Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in PayPal (PYPL) in Q3 2024: 2,696 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #267 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in PYPL as recently as Q1 2019.

Alera Investment Advisors first reported a position in PYPL in Q4 2018 and has held it in 3 quarters since. 1,875 funds tracked by Wall St. Rank hold PYPL as of Q3 2024.

  • Alera Investment Advisors held 2,696 shares of PayPal worth $210K as of Q3 2024.
  • PayPal was a new Alera Investment Advisors position in Q3 2024.
  • PayPal made up 0.02% of Alera Investment Advisors's portfolio in Q3 2024, its #267 holding.
  • Alera Investment Advisors first reported a position in PayPal in Q4 2018 and has held it in 3 quarters since.
  • 1,875 funds tracked by Wall St. Rank held PayPal as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.