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Beacon Financial Advisory’s PayPal PYPL Stock Holding History

Beacon Financial Advisory’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
Q1 		– Sell
-1,605
Closed -$303K – 247
2021
Q4 		$303K Buy
1,605
+388
+32% +$84K 0.14% 179
2021
Q3 		$317K Sell
1,217
-3
-0.2% -$851 0.16% 160
2021
Q2 		$356K Buy
1,220
+5
+0.4% +$1.32K 0.19% 148
2021
Q1 		$295K Buy
1,215
+246
+25% +$62.1K 0.17% 152
2020
Q4 		$226K Buy
+969
New +$201K 0.15% 174

Other funds holding PYPL

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Beacon Financial Advisory's PYPL Position: Q1 2022 in Review

Beacon Financial Advisory sold out of PayPal (PYPL) in Q1 2022, closing a stake of 1,605 shares — an estimated $303K sold.

Beacon Financial Advisory first reported a position in PYPL in Q4 2020 and held it in 5 quarters. The position peaked at $356K in Q2 2021. 2,337 funds tracked by Wall St. Rank hold PYPL as of Q1 2022.

  • Beacon Financial Advisory reported no remaining PayPal position as of Q1 2022 after selling out during the quarter.
  • Beacon Financial Advisory sold 1,605 PayPal shares in Q1 2022, an estimated $303K.
  • Beacon Financial Advisory first reported a position in PayPal in Q4 2020 and held it in 5 quarters.
  • Beacon Financial Advisory's PayPal position peaked at $356K in Q2 2021.
  • 2,337 funds tracked by Wall St. Rank held PayPal as of Q1 2022.

Based on Beacon Financial Advisory's 13F filing for Q1 2022, filed 27 Apr 2022.