IBEX Wealth Advisors’s PayPal PYPL Stock Holding History

IBEX 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	-31,154	Closed	-$2.66M	–	190
2024 Q4	$2.66M	Buy	+31,154	New	+$2.62M	0.31%	74
2021 Q4	–	Sell	-1,379	Closed	-$359K	–	367
2021 Q3	$359K	Sell	1,379 -4,394	-76%	-$1.25M	0.07%	135
2021 Q2	$1.68M	Buy	+5,773	New	+$1.52M	0.34%	93
2020 Q3	–	Sell	-14,192	Closed	-$2.47M	–	108
2020 Q2	$2.47M	Buy	+14,192	New	+$1.96M	0.79%	54
2017 Q1	–	Sell	-65	Closed	-$3K	–	310
2016 Q4	$3K	Buy	+65	New	+$2.61K	﹤0.01%	420

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of PayPal (PYPL) in Q1 2025, closing a stake of 31,154 shares — an estimated $2.66M sold.

IBEX Wealth Advisors first reported a position in PYPL in Q4 2016 and held it in 5 quarters. The position peaked at $2.66M in Q4 2024. 1,892 funds tracked by Wall St. Rank hold PYPL as of Q1 2025.

IBEX Wealth Advisors reported no remaining PayPal position as of Q1 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 31,154 PayPal shares in Q1 2025, an estimated $2.66M.
IBEX Wealth Advisors first reported a position in PayPal in Q4 2016 and held it in 5 quarters.
IBEX Wealth Advisors's PayPal position peaked at $2.66M in Q4 2024.
1,892 funds tracked by Wall St. Rank held PayPal as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.