B. Riley Wealth Management’s PayPal PYPL Stock Holding History

B. Riley 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	$1.46M	Sell	20,969 -13,860	-40%	-$1.2M	0.15%	136
2022 Q1	$4.03M	Buy	34,829 +7,423	+27%	+$988K	0.31%	81
2021 Q4	$5.17M	Sell	27,406 -149	-0.5%	-$32.2K	0.36%	68
2021 Q3	$7.17M	Buy	27,555 +1,598	+6%	+$453K	0.55%	45
2021 Q2	$7.57M	Sell	25,957 -4,595	-15%	-$1.21M	0.84%	31
2021 Q1	$7.42M	Buy	30,552 +6,445	+27%	+$1.63M	0.87%	33
2020 Q4	$5.65M	Sell	24,107 -3,289	-12%	-$681K	0.73%	39
2020 Q3	$5.4M	Buy	27,396 +7,384	+37%	+$1.39M	0.64%	43
2020 Q2	$3.49M	Sell	20,012 -2,330	-10%	-$322K	0.38%	61
2020 Q1	$2.14M	Buy	22,342 +13,315	+148%	+$1.47M	0.22%	107
2019 Q4	$976K	Buy	+9,027	New	+$941K	0.15%	146
2019 Q3	–	Sell	-8,768	Closed	-$1M	–	425
2019 Q2	$1M	Buy	+8,768	New	+$972K	0.15%	132
2019 Q1	–	Sell	-12,361	Closed	-$1.04M	–	420
2018 Q4	$1.04M	Buy	12,361 +2,087	+20%	+$174K	0.22%	108
2018 Q3	$902K	Buy	+10,274	New	+$905K	0.22%	104

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

B. Riley Wealth Management's PYPL Position: Q2 2022 in Review

B. Riley Wealth Management reduced its PayPal (PYPL) stake by 40% in Q2 2022, selling an estimated $1.2M and leaving 20,969 shares worth $1.46M. The position accounts for 0.15% of the portfolio, ranked #136.

B. Riley Wealth Management first reported a position in PYPL in Q3 2018 and has held it in 14 quarters since. The position peaked at $7.57M in Q2 2021. 2,031 funds tracked by Wall St. Rank hold PYPL as of Q2 2022.

B. Riley Wealth Management held 20,969 shares of PayPal worth $1.46M as of Q2 2022.
B. Riley Wealth Management sold 13,860 PayPal shares in Q2 2022, an estimated $1.2M.
PayPal made up 0.15% of B. Riley Wealth Management's portfolio in Q2 2022, its #136 holding.
B. Riley Wealth Management first reported a position in PayPal in Q3 2018 and has held it in 14 quarters since.
B. Riley Wealth Management's PayPal position peaked at $7.57M in Q2 2021.
2,031 funds tracked by Wall St. Rank held PayPal as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.