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Cobiz Wealth’s PayPal PYPL Stock Holding History

Cobiz Wealth’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
2019
Q2 		– Sell
-2,179
Closed -$226K – 118
2019
Q1 		$226K Sell
2,179
-291
-12% -$27.5K 0.04% 109
2018
Q4 		$208K Buy
2,470
+10
+0.4% +$833 0.05% 122
2018
Q3 		$216K Sell
2,460
-31
-1% -$2.73K 0.04% 124
2018
Q2 		$207K Sell
2,491
-361
-13% -$28.8K 0.04% 125
2018
Q1 		$216K Sell
2,852
-672
-19% -$53.3K 0.05% 126
2017
Q4 		$259K Buy
+3,524
New +$255K 0.05% 121

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Cobiz Wealth's PYPL Position: Q2 2019 in Review

Cobiz Wealth sold out of PayPal (PYPL) in Q2 2019, closing a stake of 2,179 shares — an estimated $226K sold.

Cobiz Wealth first reported a position in PYPL in Q4 2017 and held it in 6 quarters. The position peaked at $259K in Q4 2017. 1,689 funds tracked by Wall St. Rank hold PYPL as of Q2 2019.

  • Cobiz Wealth reported no remaining PayPal position as of Q2 2019 after selling out during the quarter.
  • Cobiz Wealth sold 2,179 PayPal shares in Q2 2019, an estimated $226K.
  • Cobiz Wealth first reported a position in PayPal in Q4 2017 and held it in 6 quarters.
  • Cobiz Wealth's PayPal position peaked at $259K in Q4 2017.
  • 1,689 funds tracked by Wall St. Rank held PayPal as of Q2 2019.

Based on Cobiz Wealth's 13F filing for Q2 2019, filed 8 Jul 2019.