Keebeck Wealth Management’s PayPal PYPL Stock Holding History

Keebeck 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	-3,385	Closed	-$291K	–	248
2022 Q3	$291K	Buy	3,385 +400	+13%	+$35.5K	0.06%	191
2022 Q2	$208K	Hold	2,985	–	–	0.04%	223
2022 Q1	$345K	Buy	2,985 +700	+31%	+$93.2K	0.06%	189
2021 Q4	$431K	Hold	2,285	–	–	0.08%	159
2021 Q3	$595K	Sell	2,285 -235	-9%	-$66.7K	0.12%	128
2021 Q2	$735K	Buy	2,520 +43	+2%	+$11.4K	0.11%	136
2021 Q1	$602K	Buy	2,477 +179	+8%	+$45.2K	0.09%	147
2020 Q4	$538K	Hold	2,298	–	–	0.09%	145
2020 Q3	$452K	Buy	2,298 +1,013	+79%	+$191K	0.09%	138
2020 Q2	$223K	Buy	+1,285	New	+$178K	0.07%	151
2020 Q1	–	Sell	-1,285	Closed	-$138K	–	287
2019 Q4	$138K	Buy	+1,285	New	+$134K	0.04%	164

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

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

Keebeck Wealth Management sold out of PayPal (PYPL) in Q4 2022, closing a stake of 3,385 shares — an estimated $291K sold.

Keebeck Wealth Management first reported a position in PYPL in Q4 2019 and held it in 11 quarters. The position peaked at $735K in Q2 2021. 2,009 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

Keebeck Wealth Management reported no remaining PayPal position as of Q4 2022 after selling out during the quarter.
Keebeck Wealth Management sold 3,385 PayPal shares in Q4 2022, an estimated $291K.
Keebeck Wealth Management first reported a position in PayPal in Q4 2019 and held it in 11 quarters.
Keebeck Wealth Management's PayPal position peaked at $735K in Q2 2021.
2,009 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on Keebeck Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.