Cassady Schiller Wealth Management’s PayPal PYPL Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$7.42K	Buy	87 +51	+142%	+$4.29K	﹤0.01%	369
2024 Q3	$2.81K	Hold	36	–	–	﹤0.01%	379
2024 Q2	$2.09K	Sell	36 -195	-84%	-$12.4K	﹤0.01%	394
2024 Q1	$15.5K	Hold	231	–	–	0.01%	310
2023 Q4	$14.2K	Hold	231	–	–	0.01%	306
2023 Q3	$13.5K	Hold	231	–	–	0.01%	309
2023 Q2	$15.4K	Hold	231	–	–	0.01%	301
2023 Q1	$17.5K	Hold	231	–	–	0.01%	280
2022 Q4	$16.5K	Buy	+231	New	+$18.5K	0.01%	282
2022 Q1	–	Sell	-234	Closed	-$44K	–	478
2021 Q4	$44K	Buy	+234	New	+$50.6K	0.03%	210

Other funds holding PYPL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cassady Schiller Wealth Management's PYPL Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its PayPal (PYPL) stake by 142% in Q4 2024, buying an estimated $4.29K and bringing the position to 87 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Cassady Schiller Wealth Management first reported a position in PYPL in Q4 2021 and has held it in 10 quarters since. The position peaked at $44K in Q4 2021. 2,013 funds tracked by Wall St. Rank hold PYPL as of Q4 2024.

Cassady Schiller Wealth Management held 87 shares of PayPal worth $7.42K as of Q4 2024.
Cassady Schiller Wealth Management bought 51 PayPal shares in Q4 2024, an estimated $4.29K.
PayPal made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #369 holding.
Cassady Schiller Wealth Management first reported a position in PayPal in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's PayPal position peaked at $44K in Q4 2021.
2,013 funds tracked by Wall St. Rank held PayPal as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.