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CFM Wealth Partners’s PayPal PYPL Stock Holding History

CFM Wealth Partners’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
Q4 		– Sell
-5,616
Closed -$328K – 163
2023
Q3 		$328K Sell
5,616
-38,935
-87% -$2.54M 0.09% 118
2023
Q2 		$2.97M Sell
44,551
-539
-1% -$36.7K 0.72% 38
2023
Q1 		$3.42M Sell
45,090
-1,888
-4% -$145K 0.92% 31
2022
Q4 		$3.35M Sell
46,978
-3,156
-6% -$253K 1% 28
2022
Q3 		$4.32M Buy
50,134
+446
+0.9% +$39.5K 1.38% 16
2022
Q2 		$3.47M Sell
49,688
-1,332
-3% -$116K 1.04% 25
2022
Q1 		$5.9M Buy
51,020
+950
+2% +$126K 1.41% 14
2021
Q4 		$9.76M Buy
50,070
+3,886
+8% +$841K 2.18% 10
2021
Q3 		$12M Buy
46,184
+1,378
+3% +$391K 3.02% 5
2021
Q2 		$13.1M Buy
44,806
+87
+0.2% +$23K 3.47% 4
2021
Q1 		$10.9M Buy
44,719
+708
+2% +$179K 3.27% 6
2020
Q4 		$10.3M Buy
44,011
+2,170
+5% +$450K 3.29% 3
2020
Q3 		$8.24M Buy
41,841
+1,380
+3% +$260K 3.01% 7
2020
Q2 		$7.05M Sell
40,461
-1,244
-3% -$172K 2.68% 8
2020
Q1 		$3.99M Buy
41,705
+50
+0.1% +$5.52K 1.86% 11
2019
Q4 		$4.81M Buy
+41,655
New +$4.34M 1.77% 12

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CFM Wealth Partners's PYPL Position: Q4 2023 in Review

CFM Wealth Partners sold out of PayPal (PYPL) in Q4 2023, closing a stake of 5,616 shares — an estimated $328K sold.

CFM Wealth Partners first reported a position in PYPL in Q4 2019 and held it in 16 quarters. The position peaked at $13.1M in Q2 2021. 1,839 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

  • CFM Wealth Partners reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
  • CFM Wealth Partners sold 5,616 PayPal shares in Q4 2023, an estimated $328K.
  • CFM Wealth Partners first reported a position in PayPal in Q4 2019 and held it in 16 quarters.
  • CFM Wealth Partners's PayPal position peaked at $13.1M in Q2 2021.
  • 1,839 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on CFM Wealth Partners's 13F filing for Q4 2023, filed 12 Jan 2024.