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Altium Wealth Management’s PayPal PYPL Stock Holding History

Altium 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
Q2 		$1.11M Sell
15,920
-514
-3% -$44.6K 0.08% 143
2022
Q1 		$1.9M Buy
16,434
+4,804
+41% +$639K 0.12% 96
2021
Q4 		$2.19M Sell
11,630
-1,084
-9% -$235K 0.14% 81
2021
Q3 		$3.31M Buy
12,714
+388
+3% +$110K 0.24% 47
2021
Q2 		$3.59M Buy
12,326
+462
+4% +$122K 0.26% 41
2021
Q1 		$2.88M Buy
11,864
+885
+8% +$223K 0.23% 51
2020
Q4 		$2.57M Buy
10,979
+732
+7% +$152K 0.23% 48
2020
Q3 		$2.02M Sell
10,247
-14
-0.1% -$2.64K 0.21% 56
2020
Q2 		$1.79M Buy
10,261
+309
+3% +$42.7K 0.2% 58
2020
Q1 		$953K Buy
9,952
+1,237
+14% +$137K 0.13% 84
2019
Q4 		$943K Sell
8,715
-13
-0.1% -$1.35K 0.11% 101
2019
Q3 		$904K Buy
8,728
+342
+4% +$37.7K 0.12% 102
2019
Q2 		$960K Buy
8,386
+415
+5% +$46K 0.14% 89
2019
Q1 		$828K Buy
7,971
+275
+4% +$26K 0.13% 101
2018
Q4 		$647K Buy
7,696
+1,623
+27% +$135K 0.12% 120
2018
Q3 		$533K Buy
6,073
+343
+6% +$30.2K 0.1% 148
2018
Q2 		$477K Sell
5,730
-1,592
-22% -$127K 0.13% 122
2018
Q1 		$556K Buy
7,322
+2,265
+45% +$180K 0.22% 77
2017
Q4 		$373K Buy
+5,057
New +$366K 0.17% 97

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Altium Wealth Management's PYPL Position: Q2 2022 in Review

Altium Wealth Management reduced its PayPal (PYPL) stake by 3.1% in Q2 2022, selling an estimated $44.6K and leaving 15,920 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #143.

Altium Wealth Management first reported a position in PYPL in Q4 2017 and has held it in 19 quarters since. The position peaked at $3.59M in Q2 2021. 2,029 funds tracked by Wall St. Rank hold PYPL as of Q2 2022.

  • Altium Wealth Management held 15,920 shares of PayPal worth $1.11M as of Q2 2022.
  • Altium Wealth Management sold 514 PayPal shares in Q2 2022, an estimated $44.6K.
  • PayPal made up 0.08% of Altium Wealth Management's portfolio in Q2 2022, its #143 holding.
  • Altium Wealth Management first reported a position in PayPal in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's PayPal position peaked at $3.59M in Q2 2021.
  • 2,029 funds tracked by Wall St. Rank held PayPal as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.