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Clear Perspectives Financial Planning’s PayPal PYPL Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		– Sell
-3
Closed -$214 – 224
2022
Q4 		$214 Buy
+3
New +$240 ﹤0.01% 218
2022
Q3 		– Sell
-367
Closed -$26K – 228
2022
Q2 		$26K Buy
367
+167
+84% +$14.5K 0.01% 113
2022
Q1 		$23K Buy
+200
New +$26.6K 0.01% 135

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Clear Perspectives Financial Planning's PYPL Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of PayPal (PYPL) in Q1 2023, closing a stake of 3 shares — an estimated $214 sold.

Clear Perspectives Financial Planning first reported a position in PYPL in Q1 2022 and held it in 3 quarters. The position peaked at $26K in Q2 2022. 1,962 funds tracked by Wall St. Rank hold PYPL as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining PayPal position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 3 PayPal shares in Q1 2023, an estimated $214.
  • Clear Perspectives Financial Planning first reported a position in PayPal in Q1 2022 and held it in 3 quarters.
  • Clear Perspectives Financial Planning's PayPal position peaked at $26K in Q2 2022.
  • 1,962 funds tracked by Wall St. Rank held PayPal as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.