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Concord Wealth Partners’s PayPal PYPL Stock Holding History

Concord Wealth Partners’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
2025
Q1 		– Sell
-581
Closed -$49.6K – 939
2024
Q4 		$49.6K Sell
581
-19
-3% -$1.6K 0.01% 332
2024
Q3 		$46.8K Buy
600
+19
+3% +$1.27K 0.01% 348
2024
Q2 		$33.7K Hold
581
– – 0.01% 357
2024
Q1 		$38.9K Sell
581
-207
-26% -$12.7K 0.01% 392
2023
Q4 		$48.4K Sell
788
-230
-23% -$13.2K 0.01% 362
2023
Q3 		$59.5K Buy
1,018
+106
+12% +$6.9K 0.01% 357
2023
Q2 		$60.9K Hold
912
– – 0.01% 336
2023
Q1 		$69.3K Sell
912
-37
-4% -$2.85K 0.02% 303
2022
Q4 		$67.6K Buy
+949
New +$76K 0.02% 315
2022
Q3 		– Sell
-1,061
Closed -$74K – 884
2022
Q2 		$74K Sell
1,061
-791
-43% -$68.6K 0.02% 309
2022
Q1 		$214K Sell
1,852
-305
-14% -$40.6K 0.06% 173
2021
Q4 		$407K Buy
2,157
+1,476
+217% +$319K 0.1% 114
2021
Q3 		$177K Sell
681
-1,634
-71% -$464K 0.07% 95
2021
Q2 		$675K Buy
2,315
+128
+6% +$33.8K 0.19% 49
2021
Q1 		$531K Buy
2,187
+1,962
+872% +$495K 0.18% 54
2020
Q4 		$53K Buy
+225
New +$46.6K 0.04% 201

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Concord Wealth Partners's PYPL Position: Q1 2025 in Review

Concord Wealth Partners sold out of PayPal (PYPL) in Q1 2025, closing a stake of 581 shares — an estimated $49.6K sold.

Concord Wealth Partners first reported a position in PYPL in Q4 2020 and held it in 16 quarters. The position peaked at $675K in Q2 2021. 1,895 funds tracked by Wall St. Rank hold PYPL as of Q1 2025.

  • Concord Wealth Partners reported no remaining PayPal position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 581 PayPal shares in Q1 2025, an estimated $49.6K.
  • Concord Wealth Partners first reported a position in PayPal in Q4 2020 and held it in 16 quarters.
  • Concord Wealth Partners's PayPal position peaked at $675K in Q2 2021.
  • 1,895 funds tracked by Wall St. Rank held PayPal as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.