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Compass Financial Advisors’s PayPal PYPL Stock Holding History

Compass Financial 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
2022
Q4 		– Sell
-2,436
Closed -$210K – 134
2022
Q3 		$210K Sell
2,436
-1,400
-36% -$124K 0.31% 109
2022
Q2 		$268K Sell
3,836
-3,229
-46% -$280K 0.37% 95
2022
Q1 		$817K Buy
7,065
+2,898
+70% +$386K 0.9% 34
2021
Q4 		$786K Buy
+4,167
New +$902K 0.87% 35

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Compass Financial Advisors's PYPL Position: Q4 2022 in Review

Compass Financial Advisors sold out of PayPal (PYPL) in Q4 2022, closing a stake of 2,436 shares — an estimated $210K sold.

Compass Financial Advisors first reported a position in PYPL in Q4 2021 and held it in 4 quarters. The position peaked at $817K in Q1 2022. 2,009 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

  • Compass Financial Advisors reported no remaining PayPal position as of Q4 2022 after selling out during the quarter.
  • Compass Financial Advisors sold 2,436 PayPal shares in Q4 2022, an estimated $210K.
  • Compass Financial Advisors first reported a position in PayPal in Q4 2021 and held it in 4 quarters.
  • Compass Financial Advisors's PayPal position peaked at $817K in Q1 2022.
  • 2,009 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on Compass Financial Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.