Johanson Financial Advisors’s PayPal PYPL Stock Holding History

Johanson Financial 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
2021 Q4	$736K	Sell	3,903 -365	-9%	-$79K	0.23%	73
2021 Q3	$1.11M	Buy	4,268 +15	+0.4%	+$4.26K	0.38%	56
2021 Q2	$1.26M	Buy	4,253 +530	+14%	+$140K	0.43%	51
2021 Q1	$995K	Buy	3,723 +211	+6%	+$53.3K	0.36%	58
2020 Q4	$823K	Buy	3,512 +15	+0.4%	+$3.11K	0.33%	61
2020 Q3	$688K	Sell	3,497 -221	-6%	-$41.6K	0.31%	62
2020 Q2	$648K	Sell	3,718 -1,723	-32%	-$238K	0.32%	61
2020 Q1	$518K	Sell	5,441 -595,772	-99%	-$65.8M	0.3%	59
2019 Q4	$5.56M	Buy	601,213 +595,642	+10,692%	+$62.1M	0.26%	59
2019 Q3	$577K	Buy	5,571 +458	+9%	+$50.5K	0.3%	65
2019 Q2	$587K	Sell	5,113 -419	-8%	-$46.4K	0.31%	62
2019 Q1	$573K	Buy	5,532 +685	+14%	+$64.8K	0.32%	61
2018 Q4	$408K	Sell	4,847 -118	-2%	-$9.83K	0.27%	67
2018 Q3	$440K	Buy	4,965 +1,384	+39%	+$122K	0.25%	69
2018 Q2	$298K	Buy	+3,581	New	+$285K	0.19%	74

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

Johanson Financial Advisors's PYPL Position: Q4 2021 in Review

Johanson Financial Advisors reduced its PayPal (PYPL) stake by 8.6% in Q4 2021, selling an estimated $79K and leaving 3,903 shares worth $736K. The position accounts for 0.23% of the portfolio, ranked #73.

Johanson Financial Advisors first reported a position in PYPL in Q2 2018 and has held it in 15 quarters since. The position peaked at $5.56M in Q4 2019. 2,607 funds tracked by Wall St. Rank hold PYPL as of Q4 2021.

Johanson Financial Advisors held 3,903 shares of PayPal worth $736K as of Q4 2021.
Johanson Financial Advisors sold 365 PayPal shares in Q4 2021, an estimated $79K.
PayPal made up 0.23% of Johanson Financial Advisors's portfolio in Q4 2021, its #73 holding.
Johanson Financial Advisors first reported a position in PayPal in Q2 2018 and has held it in 15 quarters since.
Johanson Financial Advisors's PayPal position peaked at $5.56M in Q4 2019.
2,607 funds tracked by Wall St. Rank held PayPal as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.