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Avitas Wealth Management’s PayPal PYPL Stock Holding History

Avitas 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
2024
Q4 		$1.08M Sell
12,656
-123
-1% -$10.3K 0.15% 134
2024
Q3 		$997K Sell
12,779
-66
-0.5% -$4.42K 0.14% 143
2024
Q2 		$745K Sell
12,845
-81
-0.6% -$5.15K 0.11% 151
2024
Q1 		$866K Sell
12,926
-82
-0.6% -$5.03K 0.13% 147
2023
Q4 		$799K Buy
13,008
+239
+2% +$13.7K 0.13% 142
2023
Q3 		$746K Sell
12,769
-3,830
-23% -$249K 0.14% 140
2023
Q2 		$1.11M Buy
16,599
+3,219
+24% +$219K 0.2% 121
2023
Q1 		$1.02M Sell
13,380
-108
-0.8% -$8.32K 0.2% 129
2022
Q4 		$961K Sell
13,488
-19
-0.1% -$1.52K 0.2% 116
2022
Q3 		$1.16M Buy
13,507
+113
+0.8% +$10K 0.27% 102
2022
Q2 		$935K Sell
13,394
-4,416
-25% -$383K 0.2% 122
2022
Q1 		$2.06M Buy
17,810
+2,974
+20% +$396K 0.37% 87
2021
Q4 		$2.8M Buy
14,836
+3,223
+28% +$697K 0.47% 80
2021
Q3 		$3.02M Sell
11,613
-91
-0.8% -$25.8K 0.55% 71
2021
Q2 		$3.41M Buy
11,704
+358
+3% +$94.6K 0.61% 61
2021
Q1 		$2.75M Sell
11,346
-5,034
-31% -$1.27M 0.54% 70
2020
Q4 		$3.84M Buy
16,380
+1,761
+12% +$365K 0.78% 33
2020
Q3 		$2.88M Sell
14,619
-332
-2% -$62.5K 0.8% 36
2020
Q2 		$2.6M Sell
14,951
-685
-4% -$94.7K 0.87% 33
2020
Q1 		$1.5M Sell
15,636
-15,897
-50% -$1.76M 0.68% 56
2019
Q4 		$3.41M Buy
31,533
+213
+0.7% +$22.2K 0.87% 47
2019
Q3 		$3.24M Buy
31,320
+800
+3% +$88.1K 0.9% 42
2019
Q2 		$3.49M Sell
30,520
-323
-1% -$35.8K 0.97% 33
2019
Q1 		$3.2M Buy
30,843
+193
+0.6% +$18.3K 0.93% 34
2018
Q4 		$2.58M Buy
30,650
+12,059
+65% +$1M 0.85% 50
2018
Q3 		$1.63M Buy
18,591
+214
+1% +$18.8K 0.46% 93
2018
Q2 		$1.53M Buy
+18,377
New +$1.46M 0.48% 93

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avitas Wealth Management's PYPL Position: Q4 2024 in Review

Avitas Wealth Management reduced its PayPal (PYPL) stake by 0.96% in Q4 2024, selling an estimated $10.3K and leaving 12,656 shares worth $1.08M. The position accounts for 0.15% of the portfolio, ranked #134.

Avitas Wealth Management first reported a position in PYPL in Q2 2018 and has held it in 27 quarters since. The position peaked at $3.84M in Q4 2020. 2,008 funds tracked by Wall St. Rank hold PYPL as of Q4 2024.

  • Avitas Wealth Management held 12,656 shares of PayPal worth $1.08M as of Q4 2024.
  • Avitas Wealth Management sold 123 PayPal shares in Q4 2024, an estimated $10.3K.
  • PayPal made up 0.15% of Avitas Wealth Management's portfolio in Q4 2024, its #134 holding.
  • Avitas Wealth Management first reported a position in PayPal in Q2 2018 and has held it in 27 quarters since.
  • Avitas Wealth Management's PayPal position peaked at $3.84M in Q4 2020.
  • 2,008 funds tracked by Wall St. Rank held PayPal as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.