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Alterity Financial Group’s PayPal PYPL Stock Holding History

Alterity Financial Group’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
Q4 		$294K Buy
4,794
+734
+18% +$42K 0.42% 54
2023
Q3 		$237K Buy
+4,060
New +$264K 0.38% 60
2021
Q4 		$831K Buy
+4,409
New +$954K 0.89% 33
2021
Q1 		$214K Buy
+1,850
New +$467K 0.26% 76

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alterity Financial Group's PYPL Position: Q4 2023 in Review

Alterity Financial Group increased its PayPal (PYPL) stake by 18% in Q4 2023, buying an estimated $42K and bringing the position to 4,794 shares worth $294K. The position accounts for 0.42% of the portfolio, ranked #54.

Alterity Financial Group first reported a position in PYPL in Q1 2021 and has held it in 4 quarters since. The position peaked at $831K in Q4 2021. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

  • Alterity Financial Group held 4,794 shares of PayPal worth $294K as of Q4 2023.
  • Alterity Financial Group bought 734 PayPal shares in Q4 2023, an estimated $42K.
  • PayPal made up 0.42% of Alterity Financial Group's portfolio in Q4 2023, its #54 holding.
  • Alterity Financial Group first reported a position in PayPal in Q1 2021 and has held it in 4 quarters since.
  • Alterity Financial Group's PayPal position peaked at $831K in Q4 2021.
  • 1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.