Consilio Wealth Advisors’s PayPal PYPL Stock Holding History

Consilio 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
2025 Q1	–	Sell	-2,725	Closed	-$233K	–	80
2024 Q4	$233K	Sell	2,725 -2	-0.1%	-$168	0.1%	55
2024 Q3	$213K	Buy	+2,727	New	+$182K	0.09%	68
2022 Q1	–	Sell	-1,509	Closed	-$285K	–	45
2021 Q4	$285K	Buy	+1,509	New	+$327K	0.22%	40

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Consilio Wealth Advisors's PYPL Position: Q1 2025 in Review

Consilio Wealth Advisors sold out of PayPal (PYPL) in Q1 2025, closing a stake of 2,725 shares — an estimated $233K sold.

Consilio Wealth Advisors first reported a position in PYPL in Q4 2021 and held it in 3 quarters. The position peaked at $285K in Q4 2021. 1,888 funds tracked by Wall St. Rank hold PYPL as of Q1 2025.

Consilio Wealth Advisors reported no remaining PayPal position as of Q1 2025 after selling out during the quarter.
Consilio Wealth Advisors sold 2,725 PayPal shares in Q1 2025, an estimated $233K.
Consilio Wealth Advisors first reported a position in PayPal in Q4 2021 and held it in 3 quarters.
Consilio Wealth Advisors's PayPal position peaked at $285K in Q4 2021.
1,888 funds tracked by Wall St. Rank held PayPal as of Q1 2025.

Based on Consilio Wealth Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.