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Baystate Wealth Management’s PayPal PYPL Stock Holding History

Baystate 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
2023
Q4 		$144K Sell
2,353
-965
-29% -$55.3K 0.01% 235
2023
Q3 		$194K Buy
3,318
+1,868
+129% +$122K 0.02% 196
2023
Q2 		$96.8K Buy
1,450
+395
+37% +$26.9K 0.01% 260
2023
Q1 		$80.1K Hold
1,055
– – 0.01% 277
2022
Q4 		$75K Hold
1,055
– – 0.01% 285
2022
Q3 		$91K Hold
1,055
– – 0.01% 244
2022
Q2 		$74K Sell
1,055
-50
-5% -$4.34K 0.01% 275
2022
Q1 		$128K Sell
1,105
-73
-6% -$9.71K 0.01% 215
2021
Q4 		$222K Buy
1,178
+50
+4% +$10.8K 0.02% 176
2021
Q3 		$294K Sell
1,128
-4
-0.4% -$1.14K 0.03% 130
2021
Q2 		$330K Buy
1,132
+10
+0.9% +$2.64K 0.03% 115
2021
Q1 		$272K Sell
1,122
-5
-0.4% -$1.26K 0.03% 120
2020
Q4 		$264K Buy
1,127
+22
+2% +$4.56K 0.03% 109
2020
Q3 		$218K Buy
1,105
+50
+5% +$9.42K 0.03% 112
2020
Q2 		$184K Buy
1,055
+285
+37% +$39.4K 0.02% 119
2020
Q1 		$74K Hold
770
– – 0.01% 160
2019
Q4 		$83K Hold
770
– – 0.01% 183
2019
Q3 		$80K Hold
770
– – 0.01% 172
2019
Q2 		$89K Hold
770
– – 0.01% 164
2019
Q1 		$83K Hold
770
– – 0.01% 164
2018
Q4 		$71K Hold
770
– – 0.01% 169
2018
Q3 		$58K Hold
770
– – 0.01% 184
2018
Q2 		$66K Hold
770
– – 0.01% 163
2018
Q1 		$60K Hold
770
– – 0.01% 173
2017
Q4 		$65K Hold
770
– – 0.01% 175
2017
Q3 		$51K Hold
770
– – 0.01% 188
2017
Q2 		$44K Hold
770
– – 0.01% 188
2017
Q1 		$33K Buy
770
+70
+10% +$2.93K 0.01% 213
2016
Q4 		$29K Buy
+700
New +$28.1K 0.01% 198

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

Baystate Wealth Management's PYPL Position: Q4 2023 in Review

Baystate Wealth Management reduced its PayPal (PYPL) stake by 29% in Q4 2023, selling an estimated $55.3K and leaving 2,353 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #235.

Baystate Wealth Management first reported a position in PYPL in Q4 2016 and has held it in 29 quarters since. The position peaked at $330K in Q2 2021. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

  • Baystate Wealth Management held 2,353 shares of PayPal worth $144K as of Q4 2023.
  • Baystate Wealth Management sold 965 PayPal shares in Q4 2023, an estimated $55.3K.
  • PayPal made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #235 holding.
  • Baystate Wealth Management first reported a position in PayPal in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's PayPal position peaked at $330K in Q2 2021.
  • 1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.