Finer Wealth Management’s PayPal PYPL Stock Holding History

Finer 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 Q4	–	Sell	-3,906	Closed	-$228K	–	80
2023 Q3	$228K	Sell	3,906 -1,038	-21%	-$67.6K	0.18%	74
2023 Q2	$330K	Sell	4,944 -349	-7%	-$23.8K	0.26%	63
2023 Q1	$402K	Buy	5,293 +54	+1%	+$4.16K	0.34%	57
2022 Q4	$373K	Sell	5,239 -531	-9%	-$42.5K	0.35%	59
2022 Q3	$497K	Buy	5,770 +49	+0.9%	+$4.34K	0.49%	50
2022 Q2	$400K	Buy	5,721 +564	+11%	+$48.9K	0.36%	57
2022 Q1	$596K	Sell	5,157 -207	-4%	-$27.5K	0.49%	47
2021 Q4	$1.01M	Buy	+5,364	New	+$1.16M	0.84%	38

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

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

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Finer Wealth Management's PYPL Position: Q4 2023 in Review

Finer Wealth Management sold out of PayPal (PYPL) in Q4 2023, closing a stake of 3,906 shares — an estimated $228K sold.

Finer Wealth Management first reported a position in PYPL in Q4 2021 and held it in 8 quarters. The position peaked at $1.01M in Q4 2021. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

Finer Wealth Management reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
Finer Wealth Management sold 3,906 PayPal shares in Q4 2023, an estimated $228K.
Finer Wealth Management first reported a position in PayPal in Q4 2021 and held it in 8 quarters.
Finer Wealth Management's PayPal position peaked at $1.01M in Q4 2021.
1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on Finer Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.