Curated Wealth Partners’s PayPal PYPL Stock Holding History

Curated 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
2023 Q4	–	Sell	-4,718	Closed	-$276K	–	146
2023 Q3	$276K	Buy	4,718 +1,035	+28%	+$67.4K	0.05%	112
2023 Q2	$246K	Buy	3,683 +182	+5%	+$12.4K	0.05%	112
2023 Q1	$266K	Buy	3,501 +611	+21%	+$47.1K	0.06%	107
2022 Q4	$206K	Sell	2,890 -531	-16%	-$42.5K	0.05%	121
2022 Q3	$295K	Buy	+3,421	New	+$303K	0.09%	94
2022 Q2	–	Sell	-2,419	Closed	-$457K	–	157
2022 Q1	$457K	Hold	2,419	–	–	0.15%	79
2021 Q4	$457K	Buy	2,419 +210	+10%	+$45.4K	0.15%	82
2021 Q3	$575K	Sell	2,209 -290	-12%	-$82.3K	0.32%	63
2021 Q2	$728K	Sell	2,499 -94	-4%	-$24.8K	0.4%	46
2021 Q1	$630K	Buy	2,593 +164	+7%	+$41.4K	0.39%	49
2020 Q4	$569K	Buy	+2,429	New	+$503K	0.37%	48

Other funds holding PYPL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Curated Wealth Partners's PYPL Position: Q4 2023 in Review

Curated Wealth Partners sold out of PayPal (PYPL) in Q4 2023, closing a stake of 4,718 shares — an estimated $276K sold.

Curated Wealth Partners first reported a position in PYPL in Q4 2020 and held it in 11 quarters. The position peaked at $728K in Q2 2021. 1,839 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

Curated Wealth Partners reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
Curated Wealth Partners sold 4,718 PayPal shares in Q4 2023, an estimated $276K.
Curated Wealth Partners first reported a position in PayPal in Q4 2020 and held it in 11 quarters.
Curated Wealth Partners's PayPal position peaked at $728K in Q2 2021.
1,839 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on Curated Wealth Partners's 13F filing for Q4 2023, filed 9 Jan 2024.