Kiley Juergens Wealth Management’s PayPal PYPL Stock Holding History

Kiley Juergens 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 Q3	–	Sell	-10,645	Closed	-$743K	–	74
2022 Q2	$743K	Buy	10,645 +119	+1%	+$10.3K	0.35%	52
2022 Q1	$1.22M	Sell	10,526 -628	-6%	-$83.6K	0.59%	32
2021 Q4	$2.1M	Buy	11,154 +409	+4%	+$88.5K	0.8%	26
2021 Q3	$2.79M	Sell	10,745 -2	-0%	-$567	1.23%	19
2021 Q2	$3.13M	Buy	10,747 +96	+0.9%	+$25.4K	1.44%	17
2021 Q1	$2.59M	Buy	10,651 +31	+0.3%	+$7.83K	1.35%	17
2020 Q4	$2.49M	Buy	10,620 +95	+0.9%	+$19.7K	1.47%	16
2020 Q3	$2.07M	Buy	10,525 +314	+3%	+$59.1K	1.52%	14
2020 Q2	$1.78M	Hold	10,211	–	–	1.49%	18
2020 Q1	$977K	Buy	+10,211	New	+$1.13M	1.01%	23
2018 Q4	–	Sell	-971	Closed	-$85K	–	490
2018 Q3	$85K	Buy	971 +169	+21%	+$14.9K	0.06%	169
2018 Q2	$66K	Buy	+802	New	+$63.9K	0.06%	172
2018 Q1	–	Sell	-776	Closed	-$57K	–	472
2017 Q4	$57K	Buy	+776	New	+$56.1K	0.05%	187

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

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

Norges Bank Oslo, Norway $935B AUM

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Kiley Juergens Wealth Management's PYPL Position: Q3 2022 in Review

Kiley Juergens Wealth Management sold out of PayPal (PYPL) in Q3 2022, closing a stake of 10,645 shares — an estimated $743K sold.

Kiley Juergens Wealth Management first reported a position in PYPL in Q4 2017 and held it in 13 quarters. The position peaked at $3.13M in Q2 2021. 2,118 funds tracked by Wall St. Rank hold PYPL as of Q3 2022.

Kiley Juergens Wealth Management reported no remaining PayPal position as of Q3 2022 after selling out during the quarter.
Kiley Juergens Wealth Management sold 10,645 PayPal shares in Q3 2022, an estimated $743K.
Kiley Juergens Wealth Management first reported a position in PayPal in Q4 2017 and held it in 13 quarters.
Kiley Juergens Wealth Management's PayPal position peaked at $3.13M in Q2 2021.
2,118 funds tracked by Wall St. Rank held PayPal as of Q3 2022.

Based on Kiley Juergens Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.