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Berman Capital Advisors’s PayPal PYPL Stock Holding History

Berman Capital 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
Q3 		$2.7M Buy
10,397
+3,758
+57% +$1.07M 0.43% 31
2021
Q2 		$1.93M Buy
6,639
+1,729
+35% +$457K 0.31% 38
2021
Q1 		$1.19M Buy
4,910
+1,562
+47% +$394K 0.25% 54
2020
Q4 		$782K Buy
3,348
+95
+3% +$19.7K 0.19% 58
2020
Q3 		$638K Buy
3,253
+12
+0.4% +$2.26K 0.18% 61
2020
Q2 		$563K Buy
3,241
+663
+26% +$91.6K 0.15% 65
2020
Q1 		$246K Sell
2,578
-1,842
-42% -$203K 0.08% 104
2019
Q4 		$477K Buy
4,420
+2,377
+116% +$248K 0.14% 69
2019
Q3 		$211K Sell
2,043
-2,578
-56% -$284K 0.07% 124
2019
Q2 		$528K Buy
4,621
+293
+7% +$32.5K 0.17% 62
2019
Q1 		$448K Buy
4,328
+657
+18% +$62.2K 0.15% 69
2018
Q4 		$307K Sell
3,671
-1,054
-22% -$87.8K 0.12% 76
2018
Q3 		$415K Buy
4,725
+722
+18% +$63.6K 0.17% 62
2018
Q2 		$333K Sell
4,003
-699
-15% -$55.7K 0.12% 78
2018
Q1 		$357K Buy
4,702
+1,580
+51% +$125K 0.14% 72
2017
Q4 		$230K Buy
+3,122
New +$226K 0.08% 92

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Berman Capital Advisors's PYPL Position: Q3 2021 in Review

Berman Capital Advisors increased its PayPal (PYPL) stake by 57% in Q3 2021, buying an estimated $1.07M and bringing the position to 10,397 shares worth $2.7M. The position accounts for 0.43% of the portfolio, ranked #31.

Berman Capital Advisors first reported a position in PYPL in Q4 2017 and has held it in 16 quarters since. 2,527 funds tracked by Wall St. Rank hold PYPL as of Q3 2021.

  • Berman Capital Advisors held 10,397 shares of PayPal worth $2.7M as of Q3 2021.
  • Berman Capital Advisors bought 3,758 PayPal shares in Q3 2021, an estimated $1.07M.
  • PayPal made up 0.43% of Berman Capital Advisors's portfolio in Q3 2021, its #31 holding.
  • Berman Capital Advisors first reported a position in PayPal in Q4 2017 and has held it in 16 quarters since.
  • 2,527 funds tracked by Wall St. Rank held PayPal as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.