CCG Wealth Management’s PayPal PYPL Stock Holding History

CCG 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	-2,404	Closed	-$207K	–	105
2022 Q3	$207K	Buy	+2,404	New	+$213K	0.13%	89
2021 Q4	–	Sell	-860	Closed	-$224K	–	113
2021 Q3	$224K	Hold	860	–	–	0.13%	93
2021 Q2	$251K	Sell	860 -25	-3%	-$6.6K	0.2%	58
2021 Q1	$215K	Buy	885 +10	+1%	+$2.52K	0.21%	70
2020 Q4	$205K	Sell	875 -400	-31%	-$82.9K	0.22%	75
2020 Q3	$251K	Sell	1,275 -250	-16%	-$47.1K	0.24%	40
2020 Q2	$266K	Buy	+1,525	New	+$211K	0.25%	39
2020 Q1	–	Sell	-2,075	Closed	-$224K	–	83
2019 Q4	$224K	Buy	+2,075	New	+$216K	0.14%	89

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

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

CCG Wealth Management sold out of PayPal (PYPL) in Q4 2022, closing a stake of 2,404 shares — an estimated $207K sold.

CCG Wealth Management first reported a position in PYPL in Q4 2019 and held it in 8 quarters. The position peaked at $266K in Q2 2020. 2,009 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

CCG Wealth Management reported no remaining PayPal position as of Q4 2022 after selling out during the quarter.
CCG Wealth Management sold 2,404 PayPal shares in Q4 2022, an estimated $207K.
CCG Wealth Management first reported a position in PayPal in Q4 2019 and held it in 8 quarters.
CCG Wealth Management's PayPal position peaked at $266K in Q2 2020.
2,009 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on CCG Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.