Capital Directions Investment Advisors’s PayPal PYPL Stock Holding History

Capital Directions Investment 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
2022 Q4	$28.8K	Buy	+405	New	+$32.4K	0.01%	155
2022 Q3	–	Sell	-205	Closed	-$18.2K	–	162
2022 Q2	$14K	Sell	205 -114	-36%	-$9.89K	﹤0.01%	204
2022 Q1	$37K	Buy	+319	New	+$42.5K	0.01%	163
2021 Q4	–	Sell	-469	Closed	-$122K	–	175
2021 Q3	$122K	Buy	469 +114	+32%	+$32.3K	0.04%	83
2021 Q2	$103K	Buy	+355	New	+$93.8K	0.03%	80
2021 Q1	–	Sell	-459	Closed	-$107K	–	300
2020 Q4	$107K	Hold	459	–	–	0.04%	77
2020 Q3	$90K	Hold	459	–	–	0.03%	79
2020 Q2	$80K	Hold	459	–	–	0.03%	83
2020 Q1	$44K	Sell	459 -55	-11%	-$6.07K	0.02%	116
2019 Q4	$56K	Hold	514	–	–	0.02%	124
2019 Q3	$53K	Buy	+514	New	+$56.6K	0.02%	126

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Capital Directions Investment Advisors's PYPL Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in PayPal (PYPL) in Q4 2022: 405 shares worth $28.8K. The stake represents 0.01% of the portfolio and ranks #155 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in PYPL as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in PYPL in Q3 2019 and has held it in 11 quarters since. The position peaked at $122K in Q3 2021. 2,010 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

Capital Directions Investment Advisors held 405 shares of PayPal worth $28.8K as of Q4 2022.
PayPal was a new Capital Directions Investment Advisors position in Q4 2022.
PayPal made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #155 holding.
Capital Directions Investment Advisors first reported a position in PayPal in Q3 2019 and has held it in 11 quarters since.
Capital Directions Investment Advisors's PayPal position peaked at $122K in Q3 2021.
2,010 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.