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Consilium Wealth Advisory’s PayPal PYPL Stock Holding History

Consilium Wealth Advisory’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
Q2 		– Sell
-5,405
Closed -$625K – 81
2022
Q1 		$625K Buy
5,405
+2,745
+103% +$365K 0.45% 52
2021
Q4 		$502K Buy
+2,660
New +$576K 0.33% 61

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Consilium Wealth Advisory's PYPL Position: Q2 2022 in Review

Consilium Wealth Advisory sold out of PayPal (PYPL) in Q2 2022, closing a stake of 5,405 shares — an estimated $625K sold.

Consilium Wealth Advisory first reported a position in PYPL in Q4 2021 and held it in 2 quarters. The position peaked at $625K in Q1 2022. 2,030 funds tracked by Wall St. Rank hold PYPL as of Q2 2022.

  • Consilium Wealth Advisory reported no remaining PayPal position as of Q2 2022 after selling out during the quarter.
  • Consilium Wealth Advisory sold 5,405 PayPal shares in Q2 2022, an estimated $625K.
  • Consilium Wealth Advisory first reported a position in PayPal in Q4 2021 and held it in 2 quarters.
  • Consilium Wealth Advisory's PayPal position peaked at $625K in Q1 2022.
  • 2,030 funds tracked by Wall St. Rank held PayPal as of Q2 2022.

Based on Consilium Wealth Advisory's 13F filing for Q2 2022, filed 12 Jul 2022.