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Forvis Mazars Wealth Advisors’s PayPal PYPL Stock Holding History

Forvis Mazars 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
Q1 		– Sell
-1,084
Closed -$204K – 306
2021
Q4 		$204K Sell
1,084
-156
-13% -$33.8K 0.01% 280
2021
Q3 		$323K Sell
1,240
-19
-2% -$5.39K 0.01% 216
2021
Q2 		$367K Buy
1,259
+90
+8% +$23.8K 0.02% 204
2021
Q1 		$284K Sell
1,169
-5,702
-83% -$1.44M 0.01% 229
2020
Q4 		$1.61M Buy
6,871
+466
+7% +$96.6K 0.08% 114
2020
Q3 		$1.26M Buy
6,405
+121
+2% +$22.8K 0.07% 116
2020
Q2 		$1.09M Buy
6,284
+2,839
+82% +$392K 0.07% 123
2020
Q1 		$330K Buy
3,445
+256
+8% +$28.3K 0.03% 215
2019
Q4 		$345K Buy
3,189
+820
+35% +$85.5K 0.02% 228
2019
Q3 		$245K Buy
2,369
+135
+6% +$14.9K 0.02% 236
2019
Q2 		$256K Sell
2,234
-203
-8% -$22.5K 0.02% 233
2019
Q1 		$253K Buy
+2,437
New +$231K 0.02% 229

Other funds holding PYPL

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Forvis Mazars Wealth Advisors's PYPL Position: Q1 2022 in Review

Forvis Mazars Wealth Advisors sold out of PayPal (PYPL) in Q1 2022, closing a stake of 1,084 shares — an estimated $204K sold.

Forvis Mazars Wealth Advisors first reported a position in PYPL in Q1 2019 and held it in 12 quarters. The position peaked at $1.61M in Q4 2020. 2,336 funds tracked by Wall St. Rank hold PYPL as of Q1 2022.

  • Forvis Mazars Wealth Advisors reported no remaining PayPal position as of Q1 2022 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 1,084 PayPal shares in Q1 2022, an estimated $204K.
  • Forvis Mazars Wealth Advisors first reported a position in PayPal in Q1 2019 and held it in 12 quarters.
  • Forvis Mazars Wealth Advisors's PayPal position peaked at $1.61M in Q4 2020.
  • 2,336 funds tracked by Wall St. Rank held PayPal as of Q1 2022.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2022, filed 10 May 2022.