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Beam Wealth Advisors’s PayPal PYPL Stock Holding History

Beam 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
2021
Q4 		– Sell
-1,274
Closed -$332K – 129
2021
Q3 		$332K Buy
1,274
+71
+6% +$20.1K 0.28% 97
2021
Q2 		$351K Buy
1,203
+37
+3% +$9.77K 0.3% 92
2021
Q1 		$283K Hold
1,166
– – 0.25% 98
2020
Q4 		$273K Sell
1,166
-1,043
-47% -$216K 0.26% 93
2020
Q3 		$435K Buy
2,209
+76
+4% +$14.3K 0.41% 76
2020
Q2 		$376K Buy
2,133
+10
+0.5% +$1.38K 0.38% 81
2020
Q1 		$203K Buy
2,123
+83
+4% +$9.16K 0.2% 132
2019
Q4 		$221K Buy
+2,040
New +$213K 0.21% 137

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beam Wealth Advisors's PYPL Position: Q4 2021 in Review

Beam Wealth Advisors sold out of PayPal (PYPL) in Q4 2021, closing a stake of 1,274 shares — an estimated $332K sold.

Beam Wealth Advisors first reported a position in PYPL in Q4 2019 and held it in 8 quarters. The position peaked at $435K in Q3 2020. 2,607 funds tracked by Wall St. Rank hold PYPL as of Q4 2021.

  • Beam Wealth Advisors reported no remaining PayPal position as of Q4 2021 after selling out during the quarter.
  • Beam Wealth Advisors sold 1,274 PayPal shares in Q4 2021, an estimated $332K.
  • Beam Wealth Advisors first reported a position in PayPal in Q4 2019 and held it in 8 quarters.
  • Beam Wealth Advisors's PayPal position peaked at $435K in Q3 2020.
  • 2,607 funds tracked by Wall St. Rank held PayPal as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.