Castle Wealth Management’s PayPal PYPL Stock Holding History

Castle 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
2022 Q4	–	Sell	-1,430	Closed	-$123K	–	486
2022 Q3	$123K	Buy	1,430 +8	+0.6%	+$709	0.07%	132
2022 Q2	$100K	Buy	+1,422	New	+$123K	0.06%	147

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

Castle Wealth Management's PYPL Position: Q4 2022 in Review

Castle Wealth Management sold out of PayPal (PYPL) in Q4 2022, closing a stake of 1,430 shares — an estimated $123K sold.

Castle Wealth Management first reported a position in PYPL in Q2 2022 and held it in 2 quarters. The position peaked at $123K in Q3 2022. 2,010 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

Castle Wealth Management reported no remaining PayPal position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 1,430 PayPal shares in Q4 2022, an estimated $123K.
Castle Wealth Management first reported a position in PayPal in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's PayPal position peaked at $123K in Q3 2022.
2,010 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.