Curi Wealth Management’s PayPal PYPL Stock Holding History

Curi 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
2022 Q3	–	Sell	-212	Closed	-$15K	–	577
2022 Q2	$15K	Sell	212 -24	-10%	-$2.08K	﹤0.01%	336
2022 Q1	$27K	Buy	236 +75	+47%	+$9.98K	﹤0.01%	258
2021 Q4	$30K	Buy	+161	New	+$34.8K	0.01%	212
2021 Q1	–	Sell	-622	Closed	-$145K	–	396
2020 Q4	$145K	Buy	+622	New	+$129K	0.1%	100

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curi Wealth Management's PYPL Position: Q3 2022 in Review

Curi Wealth Management sold out of PayPal (PYPL) in Q3 2022, closing a stake of 212 shares — an estimated $15K sold.

Curi Wealth Management first reported a position in PYPL in Q4 2020 and held it in 4 quarters. The position peaked at $145K in Q4 2020. 2,119 funds tracked by Wall St. Rank hold PYPL as of Q3 2022.

Curi Wealth Management reported no remaining PayPal position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 212 PayPal shares in Q3 2022, an estimated $15K.
Curi Wealth Management first reported a position in PayPal in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's PayPal position peaked at $145K in Q4 2020.
2,119 funds tracked by Wall St. Rank held PayPal as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.