Jeppson Wealth Management’s PayPal PYPL Stock Holding History

Jeppson Wealth Management’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
2022 Q4	–	Sell	-2,480	Closed	-$213K	–	210
2022 Q3	$213K	Buy	+2,480	New	+$220K	0.1%	176
2022 Q2	–	Sell	-1,810	Closed	-$209K	–	195
2022 Q1	$209K	Buy	1,810 +215	+13%	+$28.6K	0.1%	163
2021 Q4	$301K	Buy	1,595 +477	+43%	+$103K	0.15%	122
2021 Q3	$290K	Sell	1,118 -15	-1%	-$4.26K	0.15%	116
2021 Q2	$330K	Buy	1,133 +25	+2%	+$6.6K	0.18%	101
2021 Q1	$269K	Buy	1,108 +54	+5%	+$13.6K	0.16%	116
2020 Q4	$247K	Buy	1,054 +2	+0.2%	+$414	0.16%	115
2020 Q3	$207K	Buy	+1,052	New	+$198K	0.16%	113

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Jeppson Wealth Management's PYPL Position: Q4 2022 in Review

Jeppson Wealth Management sold out of PayPal (PYPL) in Q4 2022, closing a stake of 2,480 shares — an estimated $213K sold.

Jeppson Wealth Management first reported a position in PYPL in Q3 2020 and held it in 8 quarters. The position peaked at $330K in Q2 2021. 2,009 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

Jeppson Wealth Management reported no remaining PayPal position as of Q4 2022 after selling out during the quarter.
Jeppson Wealth Management sold 2,480 PayPal shares in Q4 2022, an estimated $213K.
Jeppson Wealth Management first reported a position in PayPal in Q3 2020 and held it in 8 quarters.
Jeppson Wealth Management's PayPal position peaked at $330K in Q2 2021.
2,009 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on Jeppson Wealth Management's 13F filing for Q4 2022, filed 27 Jan 2023.