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Cypress Wealth Services’s PayPal PYPL Stock Holding History

Cypress Wealth Services’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
Q1 		– Sell
-1,661
Closed -$313K – 252
2021
Q4 		$313K Sell
1,661
-1,013
-38% -$219K 0.09% 173
2021
Q3 		$696K Sell
2,674
-20
-0.7% -$5.67K 0.21% 84
2021
Q2 		$785K Sell
2,694
-150
-5% -$39.6K 0.21% 88
2021
Q1 		$691K Sell
2,844
-594
-17% -$150K 0.14% 117
2020
Q4 		$805K Buy
+3,438
New +$712K 0.18% 94
2020
Q3 		– Sell
-3,263
Closed -$615K – 441
2020
Q2 		$569K Sell
3,263
-12
-0.4% -$1.66K 0.14% 137
2020
Q1 		$314K Buy
3,275
+128
+4% +$14.1K 0.09% 175
2019
Q4 		$340K Buy
3,147
+21
+0.7% +$2.19K 0.09% 179
2019
Q3 		$324K Sell
3,126
-1,961
-39% -$216K 0.09% 180
2019
Q2 		$582K Sell
5,087
-365
-7% -$40.5K 0.17% 121
2019
Q1 		$566K Buy
+5,452
New +$516K 0.18% 112

Other funds holding PYPL

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cypress Wealth Services's PYPL Position: Q1 2022 in Review

Cypress Wealth Services sold out of PayPal (PYPL) in Q1 2022, closing a stake of 1,661 shares — an estimated $313K sold.

Cypress Wealth Services first reported a position in PYPL in Q1 2019 and held it in 11 quarters. The position peaked at $805K in Q4 2020. 2,336 funds tracked by Wall St. Rank hold PYPL as of Q1 2022.

  • Cypress Wealth Services reported no remaining PayPal position as of Q1 2022 after selling out during the quarter.
  • Cypress Wealth Services sold 1,661 PayPal shares in Q1 2022, an estimated $313K.
  • Cypress Wealth Services first reported a position in PayPal in Q1 2019 and held it in 11 quarters.
  • Cypress Wealth Services's PayPal position peaked at $805K in Q4 2020.
  • 2,336 funds tracked by Wall St. Rank held PayPal as of Q1 2022.

Based on Cypress Wealth Services's 13F filing for Q1 2022, filed 22 Apr 2022.