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HCR Wealth Advisors’s PayPal PYPL Stock Holding History

HCR 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
2025
Q1 		– Sell
-2,794
Closed -$238K – 234
2024
Q4 		$238K Buy
+2,794
New +$235K 0.03% 205
2024
Q2 		– Sell
-4,114
Closed -$276K – 229
2024
Q1 		$276K Sell
4,114
-1,410
-26% -$86.5K 0.04% 180
2023
Q4 		$339K Buy
5,524
+1,168
+27% +$66.9K 0.05% 148
2023
Q3 		$255K Sell
4,356
-58
-1% -$3.78K 0.06% 138
2023
Q2 		$295K Hold
4,414
– – 0.05% 140
2023
Q1 		$335K Sell
4,414
-28
-0.6% -$2.16K 0.07% 131
2022
Q4 		$316K Sell
4,442
-5,425
-55% -$434K 0.07% 134
2022
Q3 		$849K Buy
9,867
+56
+0.6% +$4.97K 0.18% 80
2022
Q2 		$685K Sell
9,811
-169
-2% -$14.7K 0.14% 99
2022
Q1 		$1.15M Sell
9,980
-692
-6% -$92.1K 0.19% 84
2021
Q4 		$2.01M Buy
10,672
+7,672
+256% +$1.66M 0.31% 70
2021
Q3 		$781K Hold
3,000
– – 0.13% 112
2021
Q2 		$874K Buy
3,000
+161
+6% +$42.5K 0.15% 104
2021
Q1 		$689K Sell
2,839
-114
-4% -$28.8K 0.14% 110
2020
Q4 		$692K Sell
2,953
-177
-6% -$36.7K 0.14% 101
2020
Q3 		$618K Buy
3,130
+357
+13% +$67.2K 0.14% 93
2020
Q2 		$491K Sell
2,773
-275
-9% -$38K 0.12% 95
2020
Q1 		$292K Sell
3,048
-250
-8% -$27.6K 0.08% 120
2019
Q4 		$357K Buy
3,298
+90
+3% +$9.38K 0.09% 118
2019
Q3 		$334K Buy
3,208
+360
+13% +$39.7K 0.11% 117
2019
Q2 		$326K Buy
2,848
+100
+4% +$11.1K 0.09% 122
2019
Q1 		$285K Buy
2,748
+250
+10% +$23.7K 0.08% 143
2018
Q4 		$210K Buy
2,498
+150
+6% +$12.5K 0.07% 144
2018
Q3 		$206K Buy
+2,348
New +$207K 0.07% 147

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
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

HCR Wealth Advisors's PYPL Position: Q1 2025 in Review

HCR Wealth Advisors sold out of PayPal (PYPL) in Q1 2025, closing a stake of 2,794 shares — an estimated $238K sold.

HCR Wealth Advisors first reported a position in PYPL in Q3 2018 and held it in 24 quarters. The position peaked at $2.01M in Q4 2021. 1,888 funds tracked by Wall St. Rank hold PYPL as of Q1 2025.

  • HCR Wealth Advisors reported no remaining PayPal position as of Q1 2025 after selling out during the quarter.
  • HCR Wealth Advisors sold 2,794 PayPal shares in Q1 2025, an estimated $238K.
  • HCR Wealth Advisors first reported a position in PayPal in Q3 2018 and held it in 24 quarters.
  • HCR Wealth Advisors's PayPal position peaked at $2.01M in Q4 2021.
  • 1,888 funds tracked by Wall St. Rank held PayPal as of Q1 2025.

Based on HCR Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.