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Beacon Pointe Wealth Advisors’s PayPal PYPL Stock Holding History

Beacon Pointe Wealth Advisors’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
2019
Q4 		$1.03M Buy
9,556
+89
+0.9% +$9.28K 0.19% 103
2019
Q3 		$982K Buy
9,467
+1,071
+13% +$118K 0.21% 102
2019
Q2 		$960K Sell
8,396
-295
-3% -$32.7K 0.2% 100
2019
Q1 		$901K Buy
8,691
+1,017
+13% +$96.3K 0.21% 102
2018
Q4 		$644K Buy
+7,674
New +$639K 0.23% 105

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Wealth Advisors's PYPL Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its PayPal (PYPL) stake by 0.94% in Q4 2019, buying an estimated $9.28K and bringing the position to 9,556 shares worth $1.03M. The position accounts for 0.19% of the portfolio, ranked #103.

Beacon Pointe Wealth Advisors first reported a position in PYPL in Q4 2018 and has held it in 5 quarters since. 1,824 funds tracked by Wall St. Rank hold PYPL as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 9,556 shares of PayPal worth $1.03M as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 89 PayPal shares in Q4 2019, an estimated $9.28K.
  • PayPal made up 0.19% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #103 holding.
  • Beacon Pointe Wealth Advisors first reported a position in PayPal in Q4 2018 and has held it in 5 quarters since.
  • 1,824 funds tracked by Wall St. Rank held PayPal as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.