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Kerntke Otto McGlone Wealth Management Group’s PayPal PYPL Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
Q3 		– Sell
-1,020
Closed -$297K – 111
2021
Q2 		$297K Sell
1,020
-14
-1% -$3.7K 0.12% 108
2021
Q1 		$251K Hold
1,034
– – 0.13% 110
2020
Q4 		$242K Buy
+1,034
New +$214K 0.14% 104

Other funds holding PYPL

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's PYPL Position: Q3 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of PayPal (PYPL) in Q3 2021, closing a stake of 1,020 shares — an estimated $297K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in PYPL in Q4 2020 and held it in 3 quarters. The position peaked at $297K in Q2 2021. 2,527 funds tracked by Wall St. Rank hold PYPL as of Q3 2021.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining PayPal position as of Q3 2021 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 1,020 PayPal shares in Q3 2021, an estimated $297K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in PayPal in Q4 2020 and held it in 3 quarters.
  • Kerntke Otto McGlone Wealth Management Group's PayPal position peaked at $297K in Q2 2021.
  • 2,527 funds tracked by Wall St. Rank held PayPal as of Q3 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2021, filed 9 Nov 2021.