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Burt Wealth Advisors’s PayPal PYPL Stock Holding History

Burt 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
2021
Q1 		– Sell
-23
Closed -$5K – 288
2020
Q4 		$5K Hold
23
– – ﹤0.01% 316
2020
Q3 		$5K Buy
23
+5
+28% +$942 ﹤0.01% 313
2020
Q2 		$3K Buy
+18
New +$2.49K ﹤0.01% 320
2017
Q3 		– Sell
-800
Closed -$42K – 390
2017
Q2 		$42K Buy
+800
New +$39.3K 0.03% 198

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

Burt Wealth Advisors's PYPL Position: Q1 2021 in Review

Burt Wealth Advisors sold out of PayPal (PYPL) in Q1 2021, closing a stake of 23 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in PYPL in Q2 2017 and held it in 4 quarters. The position peaked at $42K in Q2 2017. 2,506 funds tracked by Wall St. Rank hold PYPL as of Q1 2021.

  • Burt Wealth Advisors reported no remaining PayPal position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 23 PayPal shares in Q1 2021, an estimated $5K.
  • Burt Wealth Advisors first reported a position in PayPal in Q2 2017 and held it in 4 quarters.
  • Burt Wealth Advisors's PayPal position peaked at $42K in Q2 2017.
  • 2,506 funds tracked by Wall St. Rank held PayPal as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.