Clear Perspective Advisors’s PayPal PYPL Stock Holding History

Clear Perspective Advisors’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
2021 Q4	$1.6M	Buy	8,505 +1,027	+14%	+$222K	0.49%	38
2021 Q3	$1.95M	Sell	7,478 -380	-5%	-$108K	0.67%	28
2021 Q2	$2.29M	Buy	7,858 +759	+11%	+$200K	0.79%	27
2021 Q1	$1.72M	Sell	7,099 -648	-8%	-$164K	0.67%	32
2020 Q4	$1.81M	Sell	7,747 -565	-7%	-$117K	0.74%	27
2020 Q3	$896	Sell	8,312 -281	-3%	-$52.9K	0.42%	45
2020 Q2	$1.5M	Buy	8,593 +109	+1%	+$15.1K	0.82%	23
2020 Q1	$812K	Buy	8,484 +455	+6%	+$50.2K	0.54%	36
2019 Q4	$868K	Buy	8,029 +398	+5%	+$41.5K	0.54%	47
2019 Q3	$790K	Sell	7,631 -490	-6%	-$54K	0.36%	61
2019 Q2	$930K	Sell	8,121 -173	-2%	-$19.2K	0.6%	41
2019 Q1	$894K	Buy	8,294 +698	+9%	+$66.1K	0.63%	41
2018 Q4	$639K	Sell	7,596 -760	-9%	-$63.3K	0.53%	57
2018 Q3	$734K	Buy	8,356 +450	+6%	+$39.6K	0.54%	56
2018 Q2	$658K	Sell	7,906 -1,225	-13%	-$97.6K	0.46%	64
2018 Q1	$693K	Buy	9,131 +3,705	+68%	+$294K	0.52%	53
2017 Q4	$399K	Hold	5,426	–	–	0.31%	86
2017 Q3	$347K	Sell	5,426 -14,820	-73%	-$888K	0.28%	93
2017 Q2	$1.09M	Buy	20,246 +400	+2%	+$19.7K	0.91%	32
2017 Q1	$854K	Hold	19,846	–	–	0.56%	45
2016 Q4	$783K	Buy	+19,846	New	+$798K	0.52%	45

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Perspective Advisors's PYPL Position: Q4 2021 in Review

Clear Perspective Advisors increased its PayPal (PYPL) stake by 14% in Q4 2021, buying an estimated $222K and bringing the position to 8,505 shares worth $1.6M. The position accounts for 0.49% of the portfolio, ranked #38.

Clear Perspective Advisors first reported a position in PYPL in Q4 2016 and has held it in 21 quarters since. The position peaked at $2.29M in Q2 2021. 2,608 funds tracked by Wall St. Rank hold PYPL as of Q4 2021.

Clear Perspective Advisors held 8,505 shares of PayPal worth $1.6M as of Q4 2021.
Clear Perspective Advisors bought 1,027 PayPal shares in Q4 2021, an estimated $222K.
PayPal made up 0.49% of Clear Perspective Advisors's portfolio in Q4 2021, its #38 holding.
Clear Perspective Advisors first reported a position in PayPal in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's PayPal position peaked at $2.29M in Q2 2021.
2,608 funds tracked by Wall St. Rank held PayPal as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.