Financial Synergies Wealth Advisors’s PayPal PYPL Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-108	Closed	-$7.24K	–	367
2024 Q1	$7.24K	Sell	108 -27	-20%	-$1.66K	﹤0.01%	263
2023 Q4	$9.62K	Buy	135 +27	+25%	+$1.55K	﹤0.01%	189
2023 Q3	$6.31K	Hold	108	–	–	﹤0.01%	258
2023 Q2	$7.21K	Sell	108 -27	-20%	-$1.84K	﹤0.01%	244
2023 Q1	$10.3K	Hold	135	–	–	﹤0.01%	234
2022 Q4	$9.62K	Hold	135	–	–	﹤0.01%	189
2022 Q3	$11.6K	Hold	135	–	–	﹤0.01%	152
2022 Q2	$9.43K	Buy	+135	New	+$11.7K	﹤0.01%	173

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Financial Synergies Wealth Advisors's PYPL Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of PayPal (PYPL) in Q2 2024, closing a stake of 108 shares — an estimated $7.24K sold.

Financial Synergies Wealth Advisors first reported a position in PYPL in Q2 2022 and held it in 8 quarters. The position peaked at $11.6K in Q3 2022. 1,749 funds tracked by Wall St. Rank hold PYPL as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining PayPal position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 108 PayPal shares in Q2 2024, an estimated $7.24K.
Financial Synergies Wealth Advisors first reported a position in PayPal in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's PayPal position peaked at $11.6K in Q3 2022.
1,749 funds tracked by Wall St. Rank held PayPal as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.