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Capital Wealth Planning’s PayPal PYPL Stock Holding History

Capital 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
2023
Q3 		– Sell
-14,785
Closed -$987K – 151
2023
Q2 		$987K Buy
14,785
+8,732
+144% +$595K 0.01% 52
2023
Q1 		$460K Sell
6,053
-4,377
-42% -$337K 0.01% 94
2022
Q4 		$743K Buy
10,430
+5,780
+124% +$463K 0.01% 65
2022
Q3 		$400K Sell
4,650
-295
-6% -$26.2K 0.01% 76
2022
Q2 		$345K Buy
4,945
+1,330
+37% +$115K 0.01% 70
2022
Q1 		$418K Buy
3,615
+1,727
+91% +$230K 0.01% 70
2021
Q4 		$356K Buy
1,888
+538
+40% +$116K 0.01% 75
2021
Q3 		$351K Sell
1,350
-324
-19% -$91.9K 0.01% 85
2021
Q2 		$488K Sell
1,674
-86
-5% -$22.7K 0.01% 78
2021
Q1 		$427K Buy
1,760
+488
+38% +$123K 0.01% 74
2020
Q4 		$321K Sell
1,272
-3,149
-71% -$652K 0.01% 82
2020
Q3 		$871K Sell
4,421
-595
-12% -$112K 0.04% 49
2020
Q2 		$874K Sell
5,016
-4,238
-46% -$586K 0.05% 52
2020
Q1 		$886K Buy
9,254
+1,612
+21% +$178K 0.06% 86
2019
Q4 		$827K Sell
7,642
-117
-2% -$12.2K 0.05% 94
2019
Q3 		$814K Buy
7,759
+5,345
+221% +$589K 0.05% 101
2019
Q2 		$276K Buy
+2,414
New +$268K 0.02% 191

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
State Street
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
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capital Wealth Planning's PYPL Position: Q3 2023 in Review

Capital Wealth Planning sold out of PayPal (PYPL) in Q3 2023, closing a stake of 14,785 shares — an estimated $987K sold.

Capital Wealth Planning first reported a position in PYPL in Q2 2019 and held it in 17 quarters. The position peaked at $987K in Q2 2023. 1,763 funds tracked by Wall St. Rank hold PYPL as of Q3 2023.

  • Capital Wealth Planning reported no remaining PayPal position as of Q3 2023 after selling out during the quarter.
  • Capital Wealth Planning sold 14,785 PayPal shares in Q3 2023, an estimated $987K.
  • Capital Wealth Planning first reported a position in PayPal in Q2 2019 and held it in 17 quarters.
  • Capital Wealth Planning's PayPal position peaked at $987K in Q2 2023.
  • 1,763 funds tracked by Wall St. Rank held PayPal as of Q3 2023.

Based on Capital Wealth Planning's 13F filing for Q3 2023, filed 6 Nov 2023.