Heritage Oak Wealth Advisors’s PayPal PYPL Stock Holding History

Heritage Oak 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
2024 Q4	–	Sell	-5,747	Closed	-$448K	–	154
2024 Q3	$448K	Buy	+5,747	New	+$384K	0.21%	70

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Heritage Oak Wealth Advisors's PYPL Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of PayPal (PYPL) in Q4 2024, closing a stake of 5,747 shares — an estimated $448K sold.

Heritage Oak Wealth Advisors first reported a position in PYPL in Q3 2024 and held it in 1 quarter. The position peaked at $448K in Q3 2024. 2,008 funds tracked by Wall St. Rank hold PYPL as of Q4 2024.

Heritage Oak Wealth Advisors reported no remaining PayPal position as of Q4 2024 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 5,747 PayPal shares in Q4 2024, an estimated $448K.
Heritage Oak Wealth Advisors first reported a position in PayPal in Q3 2024 and held it in 1 quarter.
Heritage Oak Wealth Advisors's PayPal position peaked at $448K in Q3 2024.
2,008 funds tracked by Wall St. Rank held PayPal as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.