Bordeaux Wealth Advisors’s PayPal PYPL Stock Holding History

Bordeaux 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
2023 Q2	–	Sell	-4,944	Closed	-$375K	–	106
2023 Q1	$375K	Buy	+4,944	New	+$381K	0.19%	75
2022 Q4	–	Sell	-2,528	Closed	-$218K	–	87
2022 Q3	$218K	Buy	+2,528	New	+$224K	0.14%	79
2022 Q2	–	Sell	-2,554	Closed	-$295K	–	90
2022 Q1	$295K	Buy	2,554 +14	+0.6%	+$1.86K	0.16%	71
2021 Q4	$479K	Buy	+2,540	New	+$550K	0.22%	64

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bordeaux Wealth Advisors's PYPL Position: Q2 2023 in Review

Bordeaux Wealth Advisors sold out of PayPal (PYPL) in Q2 2023, closing a stake of 4,944 shares — an estimated $375K sold.

Bordeaux Wealth Advisors first reported a position in PYPL in Q4 2021 and held it in 4 quarters. The position peaked at $479K in Q4 2021. 1,878 funds tracked by Wall St. Rank hold PYPL as of Q2 2023.

Bordeaux Wealth Advisors reported no remaining PayPal position as of Q2 2023 after selling out during the quarter.
Bordeaux Wealth Advisors sold 4,944 PayPal shares in Q2 2023, an estimated $375K.
Bordeaux Wealth Advisors first reported a position in PayPal in Q4 2021 and held it in 4 quarters.
Bordeaux Wealth Advisors's PayPal position peaked at $479K in Q4 2021.
1,878 funds tracked by Wall St. Rank held PayPal as of Q2 2023.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.