GW
PYPL icon

GW & Wade’s PayPal PYPL Stock Holding History

GW & Wade’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 		$227K Sell
3,696
-1,790
-33% -$103K 0.01% 379
2023
Q3 		$321K Sell
5,486
-27
-0.5% -$1.76K 0.01% 318
2023
Q2 		$368K Sell
5,513
-1,396
-20% -$95.2K 0.01% 298
2023
Q1 		$525K Buy
6,909
+206
+3% +$15.9K 0.02% 254
2022
Q4 		$477K Sell
6,703
-3,295
-33% -$264K 0.02% 264
2022
Q3 		$861K Sell
9,998
-1,145
-10% -$102K 0.04% 187
2022
Q2 		$778K Buy
11,143
+170
+2% +$14.7K 0.04% 206
2022
Q1 		$1.27M Buy
10,973
+469
+4% +$62.4K 0.05% 168
2021
Q4 		$1.98M Buy
10,504
+1,722
+20% +$373K 0.09% 136
2021
Q3 		$2.29M Buy
8,782
+294
+3% +$83.4K 0.11% 122
2021
Q2 		$2.47M Buy
8,488
+1,668
+24% +$441K 0.12% 116
2021
Q1 		$1.66M Buy
6,820
+2,650
+64% +$669K 0.09% 133
2020
Q4 		$977K Buy
4,170
+845
+25% +$175K 0.06% 141
2020
Q3 		$655K Buy
3,325
+49
+1% +$9.23K 0.05% 139
2020
Q2 		$571K Buy
3,276
+256
+8% +$35.4K 0.05% 139
2020
Q1 		$289K Sell
3,020
-25
-0.8% -$2.76K 0.03% 173
2019
Q4 		$329K Buy
3,045
+25
+0.8% +$2.6K 0.03% 188
2019
Q3 		$313K Buy
3,020
+119
+4% +$13.1K 0.03% 182
2019
Q2 		$332K Buy
2,901
+24
+0.8% +$2.66K 0.03% 176
2019
Q1 		$299K Buy
2,877
+100
+4% +$9.47K 0.03% 188
2018
Q4 		$234K Buy
2,777
+86
+3% +$7.16K 0.03% 200
2018
Q3 		$236K Hold
2,691
– – 0.03% 216
2018
Q2 		$224K Buy
+2,691
New +$214K 0.03% 225

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
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GW & Wade's PYPL Position: Q4 2023 in Review

GW & Wade reduced its PayPal (PYPL) stake by 33% in Q4 2023, selling an estimated $103K and leaving 3,696 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #379.

GW & Wade first reported a position in PYPL in Q2 2018 and has held it in 23 quarters since. The position peaked at $2.47M in Q2 2021. 1,837 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

  • GW & Wade held 3,696 shares of PayPal worth $227K as of Q4 2023.
  • GW & Wade sold 1,790 PayPal shares in Q4 2023, an estimated $103K.
  • PayPal made up 0.01% of GW & Wade's portfolio in Q4 2023, its #379 holding.
  • GW & Wade first reported a position in PayPal in Q2 2018 and has held it in 23 quarters since.
  • GW & Wade's PayPal position peaked at $2.47M in Q2 2021.
  • 1,837 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.