Kiely Wealth Advisory Group’s PayPal PYPL Stock Holding History

Kiely Wealth Advisory 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
2024 Q4	–	Sell	-976	Closed	-$84.1K	–	317
2024 Q3	$84.1K	Hold	976	–	–	0.05%	98
2024 Q2	$62.6K	Hold	976	–	–	0.03%	99
2024 Q1	$65.4K	Hold	976	–	–	0.04%	90
2023 Q4	$60.2K	Buy	+976	New	+$55.9K	0.03%	92

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Kiely Wealth Advisory Group's PYPL Position: Q4 2024 in Review

Kiely Wealth Advisory Group sold out of PayPal (PYPL) in Q4 2024, closing a stake of 976 shares — an estimated $84.1K sold.

Kiely Wealth Advisory Group first reported a position in PYPL in Q4 2023 and held it in 4 quarters. The position peaked at $84.1K in Q3 2024. 2,008 funds tracked by Wall St. Rank hold PYPL as of Q4 2024.

Kiely Wealth Advisory Group reported no remaining PayPal position as of Q4 2024 after selling out during the quarter.
Kiely Wealth Advisory Group sold 976 PayPal shares in Q4 2024, an estimated $84.1K.
Kiely Wealth Advisory Group first reported a position in PayPal in Q4 2023 and held it in 4 quarters.
Kiely Wealth Advisory Group's PayPal position peaked at $84.1K in Q3 2024.
2,008 funds tracked by Wall St. Rank held PayPal as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.