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BerganKDV Wealth Management’s PayPal PYPL Stock Holding History

BerganKDV 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
Q2 		$218K Sell
3,262
-740
-18% -$50.4K 0.02% 223
2023
Q1 		$304K Buy
4,002
+78
+2% +$6.01K 0.03% 209
2022
Q4 		$279K Sell
3,924
-848
-18% -$67.9K 0.03% 208
2022
Q3 		$411K Sell
4,772
-654
-12% -$58K 0.05% 177
2022
Q2 		$379K Sell
5,426
-22
-0.4% -$1.91K 0.04% 198
2022
Q1 		$630K Buy
5,448
+596
+12% +$79.3K 0.07% 167
2021
Q4 		$915K Sell
4,852
-236
-5% -$51.1K 0.1% 139
2021
Q3 		$1.32M Buy
5,088
+638
+14% +$181K 0.15% 111
2021
Q2 		$1.3M Sell
4,450
-53
-1% -$14K 0.15% 108
2021
Q1 		$1.09M Buy
4,503
+70
+2% +$17.7K 0.14% 114
2020
Q4 		$1.04M Sell
4,433
-4
-0.1% -$829 0.15% 108
2020
Q3 		$874K Buy
4,437
+61
+1% +$11.5K 0.14% 109
2020
Q2 		$762K Sell
4,376
-534
-11% -$73.8K 0.13% 114
2020
Q1 		$470K Buy
4,910
+404
+9% +$44.6K 0.1% 137
2019
Q4 		$487K Sell
4,506
-384
-8% -$40K 0.09% 152
2019
Q3 		$507K Sell
4,890
-646
-12% -$71.2K 0.1% 135
2019
Q2 		$634K Sell
5,536
-33
-0.6% -$3.66K 0.13% 120
2019
Q1 		$578K Buy
5,569
+266
+5% +$25.2K 0.12% 124
2018
Q4 		$446K Buy
5,303
+431
+9% +$35.9K 0.1% 124
2018
Q3 		$428K Buy
4,872
+81
+2% +$7.13K 0.09% 128
2018
Q2 		$399K Buy
4,791
+62
+1% +$4.94K 0.09% 133
2018
Q1 		$359K Sell
4,729
-636
-12% -$50.4K 0.1% 133
2017
Q4 		$395K Sell
5,365
-2,603
-33% -$188K 0.09% 138
2017
Q3 		$510K Buy
+7,968
New +$477K 0.13% 123

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
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BerganKDV Wealth Management's PYPL Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its PayPal (PYPL) stake by 18% in Q2 2023, selling an estimated $50.4K and leaving 3,262 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #223.

BerganKDV Wealth Management first reported a position in PYPL in Q3 2017 and has held it in 24 quarters since. The position peaked at $1.32M in Q3 2021. 1,878 funds tracked by Wall St. Rank hold PYPL as of Q2 2023.

  • BerganKDV Wealth Management held 3,262 shares of PayPal worth $218K as of Q2 2023.
  • BerganKDV Wealth Management sold 740 PayPal shares in Q2 2023, an estimated $50.4K.
  • PayPal made up 0.02% of BerganKDV Wealth Management's portfolio in Q2 2023, its #223 holding.
  • BerganKDV Wealth Management first reported a position in PayPal in Q3 2017 and has held it in 24 quarters since.
  • BerganKDV Wealth Management's PayPal position peaked at $1.32M in Q3 2021.
  • 1,878 funds tracked by Wall St. Rank held PayPal as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.