KCS Wealth Advisory’s PayPal PYPL Stock Holding History

KCS Wealth Advisory’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 Q3	$1.2M	Sell	20,503 -3,983	-16%	-$259K	0.51%	56
2023 Q2	$1.63M	Buy	24,486 +6,157	+34%	+$420K	0.57%	50
2023 Q1	$1.39M	Buy	18,329 +287	+2%	+$22.1K	0.53%	53
2022 Q4	$1.28M	Buy	18,042 +1,417	+9%	+$113K	0.53%	57
2022 Q3	$1.43M	Buy	16,625 +515	+3%	+$45.7K	0.66%	52
2022 Q2	$1.13M	Buy	16,110 +11,970	+289%	+$1.04M	0.5%	71
2022 Q1	$479K	Buy	4,140 +935	+29%	+$124K	0.22%	103
2021 Q4	$604K	Buy	+3,205	New	+$693K	0.24%	103
2019 Q4	–	Sell	-40	Closed	-$4.14K	–	345
2019 Q3	$4.14K	Buy	+40	New	+$4.41K	﹤0.01%	398

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

KCS Wealth Advisory's PYPL Position: Q3 2023 in Review

KCS Wealth Advisory reduced its PayPal (PYPL) stake by 16% in Q3 2023, selling an estimated $259K and leaving 20,503 shares worth $1.2M. The position accounts for 0.51% of the portfolio, ranked #56.

KCS Wealth Advisory first reported a position in PYPL in Q3 2019 and has held it in 9 quarters since. The position peaked at $1.63M in Q2 2023. 1,763 funds tracked by Wall St. Rank hold PYPL as of Q3 2023.

KCS Wealth Advisory held 20,503 shares of PayPal worth $1.2M as of Q3 2023.
KCS Wealth Advisory sold 3,983 PayPal shares in Q3 2023, an estimated $259K.
PayPal made up 0.51% of KCS Wealth Advisory's portfolio in Q3 2023, its #56 holding.
KCS Wealth Advisory first reported a position in PayPal in Q3 2019 and has held it in 9 quarters since.
KCS Wealth Advisory's PayPal position peaked at $1.63M in Q2 2023.
1,763 funds tracked by Wall St. Rank held PayPal as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.