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Connecticut Wealth Management’s PayPal PYPL Stock Holding History

Connecticut Wealth Management’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
Q2 		– Sell
-3,399
Closed -$258K – 271
2023
Q1 		$258K Buy
3,399
+101
+3% +$7.78K 0.02% 215
2022
Q4 		$235K Sell
3,298
-332
-9% -$26.6K 0.02% 181
2022
Q3 		$312K Buy
3,630
+669
+23% +$59.3K 0.03% 140
2022
Q2 		$207K Buy
2,961
+684
+30% +$59.3K 0.02% 177
2022
Q1 		$263K Sell
2,277
-89
-4% -$11.8K 0.02% 162
2021
Q4 		$446K Sell
2,366
-101
-4% -$21.9K 0.03% 127
2021
Q3 		$642K Buy
2,467
+198
+9% +$56.2K 0.06% 106
2021
Q2 		$661K Sell
2,269
-370
-14% -$97.7K 0.06% 102
2021
Q1 		$641K Buy
2,639
+37
+1% +$9.34K 0.06% 86
2020
Q4 		$609K Sell
2,602
-477
-15% -$98.8K 0.06% 100
2020
Q3 		$607K Buy
3,079
+1,826
+146% +$344K 0.07% 109
2020
Q2 		$218K Buy
+1,253
New +$173K 0.03% 134

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Connecticut Wealth Management's PYPL Position: Q2 2023 in Review

Connecticut Wealth Management sold out of PayPal (PYPL) in Q2 2023, closing a stake of 3,399 shares — an estimated $258K sold.

Connecticut Wealth Management first reported a position in PYPL in Q2 2020 and held it in 12 quarters. The position peaked at $661K in Q2 2021. 1,878 funds tracked by Wall St. Rank hold PYPL as of Q2 2023.

  • Connecticut Wealth Management reported no remaining PayPal position as of Q2 2023 after selling out during the quarter.
  • Connecticut Wealth Management sold 3,399 PayPal shares in Q2 2023, an estimated $258K.
  • Connecticut Wealth Management first reported a position in PayPal in Q2 2020 and held it in 12 quarters.
  • Connecticut Wealth Management's PayPal position peaked at $661K in Q2 2021.
  • 1,878 funds tracked by Wall St. Rank held PayPal as of Q2 2023.

Based on Connecticut Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.