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Bernardo Wealth Planning’s PayPal PYPL Stock Holding History

Bernardo Wealth Planning’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
Q1 		– Sell
-1,983
Closed -$464K – 131
2020
Q4 		$464K Buy
1,983
+38
+2% +$7.87K 0.18% 102
2020
Q3 		$383K Buy
1,945
+19
+1% +$3.58K 0.17% 99
2020
Q2 		$335K Buy
+1,926
New +$266K 0.18% 106
2020
Q1 		– Sell
-1,874
Closed -$202K – 150
2019
Q4 		$202K Sell
1,874
-67
-3% -$6.98K 0.12% 158
2019
Q3 		$201K Buy
1,941
+46
+2% +$5.07K 0.15% 151
2019
Q2 		$217K Sell
1,895
-56
-3% -$6.21K 0.17% 133
2019
Q1 		$203K Buy
+1,951
New +$185K 0.16% 141

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bernardo Wealth Planning's PYPL Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of PayPal (PYPL) in Q1 2021, closing a stake of 1,983 shares — an estimated $464K sold.

Bernardo Wealth Planning first reported a position in PYPL in Q1 2019 and held it in 7 quarters. The position peaked at $464K in Q4 2020. 2,506 funds tracked by Wall St. Rank hold PYPL as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining PayPal position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 1,983 PayPal shares in Q1 2021, an estimated $464K.
  • Bernardo Wealth Planning first reported a position in PayPal in Q1 2019 and held it in 7 quarters.
  • Bernardo Wealth Planning's PayPal position peaked at $464K in Q4 2020.
  • 2,506 funds tracked by Wall St. Rank held PayPal as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.