AAS
PYPL icon

Annex Advisory Services’s PayPal PYPL Stock Holding History

Annex Advisory Services’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
2021
Q4 		– Sell
-910
Closed -$237K – 258
2021
Q3 		$237K Sell
910
-97
-10% -$27.5K 0.02% 185
2021
Q2 		$294K Buy
1,007
+3
+0.3% +$792 0.02% 179
2021
Q1 		$244K Buy
+1,004
New +$254K 0.02% 176
2020
Q3 		– Sell
-1,475
Closed -$257K – 141
2020
Q2 		$257K Buy
+1,475
New +$204K 0.04% 108

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

Annex Advisory Services's PYPL Position: Q4 2021 in Review

Annex Advisory Services sold out of PayPal (PYPL) in Q4 2021, closing a stake of 910 shares — an estimated $237K sold.

Annex Advisory Services first reported a position in PYPL in Q2 2020 and held it in 4 quarters. The position peaked at $294K in Q2 2021. 2,607 funds tracked by Wall St. Rank hold PYPL as of Q4 2021.

  • Annex Advisory Services reported no remaining PayPal position as of Q4 2021 after selling out during the quarter.
  • Annex Advisory Services sold 910 PayPal shares in Q4 2021, an estimated $237K.
  • Annex Advisory Services first reported a position in PayPal in Q2 2020 and held it in 4 quarters.
  • Annex Advisory Services's PayPal position peaked at $294K in Q2 2021.
  • 2,607 funds tracked by Wall St. Rank held PayPal as of Q4 2021.

Based on Annex Advisory Services's 13F filing for Q4 2021, filed 31 Jan 2022.