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Clearview Wealth Advisors’s PayPal PYPL Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-226
Closed -$15.1K – 493
2023
Q2 		$15.1K Hold
226
– – 0.02% 309
2023
Q1 		$17.2K Buy
226
+3
+1% +$231 0.02% 296
2022
Q4 		$15.9K Sell
223
-26
-10% -$2.08K 0.01% 279
2022
Q3 		$21K Sell
249
-81
-25% -$7.18K 0.02% 253
2022
Q2 		$23K Sell
330
-4
-1% -$347 0.02% 263
2022
Q1 		$39K Sell
334
-121
-27% -$16.1K 0.03% 224
2021
Q4 		$86K Sell
455
-1,101
-71% -$238K 0.05% 170
2021
Q3 		$405K Buy
1,556
+97
+7% +$27.5K 0.26% 76
2021
Q2 		$425K Buy
1,459
+12
+0.8% +$3.17K 0.26% 79
2021
Q1 		$351K Buy
1,447
+289
+25% +$73K 0.23% 84
2020
Q4 		$271K Buy
+1,158
New +$240K 0.18% 95

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Clearview Wealth Advisors's PYPL Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of PayPal (PYPL) in Q3 2023, closing a stake of 226 shares — an estimated $15.1K sold.

Clearview Wealth Advisors first reported a position in PYPL in Q4 2020 and held it in 11 quarters. The position peaked at $425K in Q2 2021. 1,763 funds tracked by Wall St. Rank hold PYPL as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining PayPal position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 226 PayPal shares in Q3 2023, an estimated $15.1K.
  • Clearview Wealth Advisors first reported a position in PayPal in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's PayPal position peaked at $425K in Q2 2021.
  • 1,763 funds tracked by Wall St. Rank held PayPal as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.