Delap Wealth Advisory’s PayPal PYPL Stock Holding History

Delap 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
2024 Q3	–	Sell	-7,660	Closed	-$445K	–	102
2024 Q2	$445K	Buy	7,660 +1,198	+19%	+$76.2K	0.2%	50
2024 Q1	$433K	Buy	+6,462	New	+$397K	0.17%	93

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Delap Wealth Advisory's PYPL Position: Q3 2024 in Review

Delap Wealth Advisory sold out of PayPal (PYPL) in Q3 2024, closing a stake of 7,660 shares — an estimated $445K sold.

Delap Wealth Advisory first reported a position in PYPL in Q1 2024 and held it in 2 quarters. The position peaked at $445K in Q2 2024. 1,875 funds tracked by Wall St. Rank hold PYPL as of Q3 2024.

Delap Wealth Advisory reported no remaining PayPal position as of Q3 2024 after selling out during the quarter.
Delap Wealth Advisory sold 7,660 PayPal shares in Q3 2024, an estimated $445K.
Delap Wealth Advisory first reported a position in PayPal in Q1 2024 and held it in 2 quarters.
Delap Wealth Advisory's PayPal position peaked at $445K in Q2 2024.
1,875 funds tracked by Wall St. Rank held PayPal as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.