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Holistic Financial Partners’s PayPal PYPL Stock Holding History

Holistic Financial Partners’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 		– Sell
-3,492
Closed -$204K – 124
2023
Q3 		$204K Sell
3,492
-11
-0.3% -$716 0.14% 98
2023
Q2 		$234K Sell
3,503
-1,334
-28% -$90.9K 0.16% 90
2023
Q1 		$367K Buy
4,837
+228
+5% +$17.6K 0.29% 55
2022
Q4 		$328K Buy
4,609
+251
+6% +$20.1K 0.29% 58
2022
Q3 		$375K Sell
4,358
-49
-1% -$4.34K 0.37% 43
2022
Q2 		$308K Buy
4,407
+91
+2% +$7.89K 0.29% 56
2022
Q1 		$499K Buy
4,316
+1,215
+39% +$162K 0.32% 41
2021
Q4 		$585K Buy
3,101
+607
+24% +$131K 0.34% 39
2021
Q3 		$649K Buy
2,494
+267
+12% +$75.8K 0.4% 35
2021
Q2 		$649K Buy
2,227
+90
+4% +$23.8K 0.39% 38
2021
Q1 		$519K Sell
2,137
-231
-10% -$58.3K 0.34% 42
2020
Q4 		$555K Sell
2,368
-131
-5% -$27.1K 0.38% 35
2020
Q3 		$492K Buy
2,499
+872
+54% +$164K 0.39% 36
2020
Q2 		$283K Buy
+1,627
New +$225K 0.24% 49
2018
Q2 		– Sell
-1,000
Closed -$76K – 281
2018
Q1 		$76K Sell
1,000
-160
-14% -$12.7K 0.06% 139
2017
Q4 		$85K Buy
+1,160
New +$83.9K 0.07% 131

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

Holistic Financial Partners's PYPL Position: Q4 2023 in Review

Holistic Financial Partners sold out of PayPal (PYPL) in Q4 2023, closing a stake of 3,492 shares — an estimated $204K sold.

Holistic Financial Partners first reported a position in PYPL in Q4 2017 and held it in 16 quarters. The position peaked at $649K in Q3 2021. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

  • Holistic Financial Partners reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
  • Holistic Financial Partners sold 3,492 PayPal shares in Q4 2023, an estimated $204K.
  • Holistic Financial Partners first reported a position in PayPal in Q4 2017 and held it in 16 quarters.
  • Holistic Financial Partners's PayPal position peaked at $649K in Q3 2021.
  • 1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on Holistic Financial Partners's 13F filing for Q4 2023, filed 12 Feb 2024.