BSW Wealth Partners’s PayPal PYPL Stock Holding History

BSW Wealth Partners’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	-10,564	Closed	-$802K	–	311
2023 Q1	$802K	Buy	10,564 +2,291	+28%	+$176K	0.16%	89
2022 Q4	$589K	Sell	8,273 -1,213	-13%	-$97.1K	0.13%	119
2022 Q3	$816K	Buy	9,486 +590	+7%	+$52.3K	0.2%	66
2022 Q2	$621K	Buy	8,896 +988	+12%	+$85.7K	0.15%	98
2022 Q1	$915K	Buy	7,908 +3,383	+75%	+$450K	0.23%	62
2021 Q4	$853K	Sell	4,525 -157	-3%	-$34K	0.21%	66
2021 Q3	$1.22M	Buy	4,682 +174	+4%	+$49.4K	0.34%	43
2021 Q2	$1.31M	Buy	4,508 +1,012	+29%	+$267K	0.36%	35
2021 Q1	$849K	Buy	3,496 +82	+2%	+$20.7K	0.25%	52
2020 Q4	$800K	Buy	3,414 +280	+9%	+$58K	0.25%	50
2020 Q3	$617K	Buy	3,134 +91	+3%	+$17.1K	0.23%	50
2020 Q2	$531K	Buy	+3,043	New	+$421K	0.18%	62
2018 Q4	–	Sell	-3,669	Closed	-$322K	–	132
2018 Q3	$322K	Buy	+3,669	New	+$323K	0.12%	75

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

BSW Wealth Partners's PYPL Position: Q2 2023 in Review

BSW Wealth Partners sold out of PayPal (PYPL) in Q2 2023, closing a stake of 10,564 shares — an estimated $802K sold.

BSW Wealth Partners first reported a position in PYPL in Q3 2018 and held it in 13 quarters. The position peaked at $1.31M in Q2 2021. 1,878 funds tracked by Wall St. Rank hold PYPL as of Q2 2023.

BSW Wealth Partners reported no remaining PayPal position as of Q2 2023 after selling out during the quarter.
BSW Wealth Partners sold 10,564 PayPal shares in Q2 2023, an estimated $802K.
BSW Wealth Partners first reported a position in PayPal in Q3 2018 and held it in 13 quarters.
BSW Wealth Partners's PayPal position peaked at $1.31M in Q2 2021.
1,878 funds tracked by Wall St. Rank held PayPal as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.