EWM
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Edge Wealth Management’s PayPal PYPL Stock Holding History

Edge 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
2023
Q3 		– Sell
-67,815
Closed -$4.53M – 81
2023
Q2 		$4.53M Buy
67,815
+1,980
+3% +$135K 0.99% 26
2023
Q1 		$5M Sell
65,835
-1,147
-2% -$88.3K 1.15% 26
2022
Q4 		$4.71M Sell
66,982
-11,549
-15% -$924K 1.1% 27
2022
Q3 		$6.86M Sell
78,531
-2,359
-3% -$209K 1.52% 25
2022
Q2 		$5.65M Sell
80,890
-347
-0.4% -$30.1K 1.22% 27
2022
Q1 		$9.39M Buy
81,237
+2,361
+3% +$314K 1.85% 22
2021
Q4 		$14.9M Buy
78,876
+6,342
+9% +$1.37M 2.72% 10
2021
Q3 		$18.9M Buy
72,534
+3,865
+6% +$1.1M 3.68% 6
2021
Q2 		$20.1M Buy
68,669
+56
+0.1% +$14.8K 4.08% 6
2021
Q1 		$16.7M Sell
68,613
-1,143
-2% -$289K 3.54% 6
2020
Q4 		$16.2M Buy
69,756
+98
+0.1% +$20.3K 3.69% 6
2020
Q3 		$13.7M Sell
69,658
-10,704
-13% -$2.02M 3.16% 5
2020
Q2 		$14M Sell
80,362
-1,587
-2% -$219K 2.65% 7
2020
Q1 		$7.98M Sell
81,949
-1,451
-2% -$160K 1.73% 20
2019
Q4 		$8.99M Buy
83,400
+82,300
+7,482% +$8.58M 1.8% 17
2019
Q3 		$113K Hold
1,100
– – 0.03% 173
2019
Q2 		$125K Hold
1,100
– – 0.03% 176
2019
Q1 		$114K Hold
1,100
– – 0.03% 169
2018
Q4 		$92K Sell
1,100
-2,500
-69% -$208K 0.03% 190
2018
Q3 		$316K Buy
3,600
+3,500
+3,500% +$308K 0.08% 110
2018
Q2 		$8K Hold
100
– – ﹤0.01% 452
2018
Q1 		$8K Hold
100
– – ﹤0.01% 415
2017
Q4 		$7K Buy
+100
New +$7.23K ﹤0.01% 420
2016
Q1 		– Sell
-500
Closed -$18K – 484
2015
Q4 		$18K Hold
500
– – 0.01% 251
2015
Q3 		$15K Buy
+500
New +$17.9K 0.01% 259

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Edge Wealth Management's PYPL Position: Q3 2023 in Review

Edge Wealth Management sold out of PayPal (PYPL) in Q3 2023, closing a stake of 67,815 shares — an estimated $4.53M sold.

Edge Wealth Management first reported a position in PYPL in Q3 2015 and held it in 25 quarters. The position peaked at $20.1M in Q2 2021. 1,763 funds tracked by Wall St. Rank hold PYPL as of Q3 2023.

  • Edge Wealth Management reported no remaining PayPal position as of Q3 2023 after selling out during the quarter.
  • Edge Wealth Management sold 67,815 PayPal shares in Q3 2023, an estimated $4.53M.
  • Edge Wealth Management first reported a position in PayPal in Q3 2015 and held it in 25 quarters.
  • Edge Wealth Management's PayPal position peaked at $20.1M in Q2 2021.
  • 1,763 funds tracked by Wall St. Rank held PayPal as of Q3 2023.

Based on Edge Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.