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Encompass Wealth Advisors’s PayPal PYPL Stock Holding History

Encompass Wealth Advisors’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
Q2 		– Sell
-1,740
Closed -$201K – 244
2022
Q1 		$201K Buy
1,740
+197
+13% +$26.2K 0.05% 215
2021
Q4 		$291K Buy
1,543
+550
+55% +$119K 0.07% 187
2021
Q3 		$258K Hold
993
– – 0.07% 194
2021
Q2 		$289K Buy
+993
New +$262K 0.07% 187

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Encompass Wealth Advisors's PYPL Position: Q2 2022 in Review

Encompass Wealth Advisors sold out of PayPal (PYPL) in Q2 2022, closing a stake of 1,740 shares — an estimated $201K sold.

Encompass Wealth Advisors first reported a position in PYPL in Q2 2021 and held it in 4 quarters. The position peaked at $291K in Q4 2021. 2,029 funds tracked by Wall St. Rank hold PYPL as of Q2 2022.

  • Encompass Wealth Advisors reported no remaining PayPal position as of Q2 2022 after selling out during the quarter.
  • Encompass Wealth Advisors sold 1,740 PayPal shares in Q2 2022, an estimated $201K.
  • Encompass Wealth Advisors first reported a position in PayPal in Q2 2021 and held it in 4 quarters.
  • Encompass Wealth Advisors's PayPal position peaked at $291K in Q4 2021.
  • 2,029 funds tracked by Wall St. Rank held PayPal as of Q2 2022.

Based on Encompass Wealth Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.