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Elmwood Wealth Management’s PayPal PYPL Stock Holding History

Elmwood 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
2024
Q3 		– Sell
-8,315
Closed -$483K – 132
2024
Q2 		$483K Sell
8,315
-620
-7% -$39.4K 0.21% 94
2024
Q1 		$599K Buy
8,935
+4,160
+87% +$255K 0.26% 91
2023
Q4 		$293K Sell
4,775
-5,663
-54% -$324K 0.21% 95
2023
Q3 		$610K Buy
10,438
+468
+5% +$30.5K 0.29% 89
2023
Q2 		$665K Sell
9,970
-336
-3% -$22.9K 0.31% 85
2023
Q1 		$783K Buy
10,306
+213
+2% +$16.4K 0.37% 84
2022
Q4 		$719K Buy
10,093
+50
+0.5% +$4K 0.36% 86
2022
Q3 		$864K Buy
10,043
+25
+0.2% +$2.22K 0.43% 72
2022
Q2 		$700K Buy
10,018
+150
+2% +$13K 0.4% 81
2022
Q1 		$1.14M Buy
9,868
+300
+3% +$39.9K 0.58% 63
2021
Q4 		$1.8M Buy
+9,568
New +$2.07M 0.86% 44
2021
Q2 		$2.61M Hold
8,968
– – 1.38% 17
2021
Q1 		$2.18M Buy
+8,968
New +$2.26M 1.33% 20
2020
Q3 		$1.5M Hold
8,618
– – 1.22% 22
2020
Q2 		$1.5M Sell
8,618
-182
-2% -$25.2K 1.22% 22
2020
Q1 		$668K Buy
8,800
+82
+0.9% +$9.05K 0.64% 56
2019
Q4 		$943K Sell
8,718
-95
-1% -$9.9K 0.82% 52
2019
Q3 		$913K Buy
8,813
+155
+2% +$17.1K 0.92% 46
2019
Q2 		$991K Sell
8,658
-175
-2% -$19.4K 0.88% 50
2019
Q1 		$917K Sell
8,833
-265
-3% -$25.1K 0.85% 47
2018
Q4 		$765K Sell
9,098
-367
-4% -$30.6K 0.74% 53
2018
Q3 		$831K Buy
9,465
+465
+5% +$40.9K 0.69% 55
2018
Q2 		$749K Buy
9,000
+200
+2% +$15.9K 0.68% 52
2018
Q1 		$668K Buy
+8,800
New +$698K 0.64% 56

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Elmwood Wealth Management's PYPL Position: Q3 2024 in Review

Elmwood Wealth Management sold out of PayPal (PYPL) in Q3 2024, closing a stake of 8,315 shares — an estimated $483K sold.

Elmwood Wealth Management first reported a position in PYPL in Q1 2018 and held it in 24 quarters. The position peaked at $2.61M in Q2 2021. 1,876 funds tracked by Wall St. Rank hold PYPL as of Q3 2024.

  • Elmwood Wealth Management reported no remaining PayPal position as of Q3 2024 after selling out during the quarter.
  • Elmwood Wealth Management sold 8,315 PayPal shares in Q3 2024, an estimated $483K.
  • Elmwood Wealth Management first reported a position in PayPal in Q1 2018 and held it in 24 quarters.
  • Elmwood Wealth Management's PayPal position peaked at $2.61M in Q2 2021.
  • 1,876 funds tracked by Wall St. Rank held PayPal as of Q3 2024.

Based on Elmwood Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.