GenTrust’s PayPal PYPL Stock Holding History

GenTrust’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
2025 Q2	–	Sell	-3,852	Closed	-$251K	–	193
2025 Q1	$251K	Buy	3,852 +62	+2%	+$4.83K	0.01%	161
2024 Q4	$323K	Buy	3,790 +82	+2%	+$6.89K	0.01%	157
2024 Q3	$289K	Buy	3,708 +69	+2%	+$4.62K	0.01%	167
2024 Q2	$211K	Hold	3,639	–	–	0.01%	167
2024 Q1	$244K	Hold	3,639	–	–	0.02%	125
2023 Q4	$223K	Sell	3,639 -100	-3%	-$5.73K	0.01%	122
2023 Q3	$219K	Hold	3,739	–	–	0.02%	125
2023 Q2	$250K	Sell	3,739 -1,327	-26%	-$90.5K	0.02%	125
2023 Q1	$385K	Buy	+5,066	New	+$390K	0.03%	115
2021 Q4	–	Sell	-2,013	Closed	-$524K	–	148
2021 Q3	$524K	Buy	2,013 +180	+10%	+$51.1K	0.04%	93
2021 Q2	$534K	Buy	1,833 +923	+101%	+$244K	0.05%	94
2021 Q1	$213K	Buy	+910	New	+$230K	0.02%	118

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return