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
2022 Q1	–	Sell	-25	Closed	-$15K	–	368
2021 Q4	$15K	Buy	+25	New	+$5.41K	﹤0.01%	276
2021 Q3	–	Sell	-40	Closed	-$5K	–	546
2021 Q2	$5K	Buy	+40	New	+$10.6K	﹤0.01%	346

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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.