KWB Wealth’s PayPal PYPL Stock Holding History

KWB Wealth’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 Q4	–	Sell	-2,926	Closed	-$761K	–	91
2021 Q3	$761K	Buy	2,926 +188	+7%	+$53.3K	0.14%	44
2021 Q2	$665K	Hold	2,738	–	–	0.13%	46
2021 Q1	$665K	Buy	2,738 +354	+15%	+$89.4K	0.13%	46
2020 Q4	$558K	Buy	+2,384	New	+$494K	0.12%	47

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

KWB Wealth's PYPL Position: Q4 2021 in Review

KWB Wealth sold out of PayPal (PYPL) in Q4 2021, closing a stake of 2,926 shares — an estimated $761K sold.

KWB Wealth first reported a position in PYPL in Q4 2020 and held it in 4 quarters. The position peaked at $761K in Q3 2021. 2,607 funds tracked by Wall St. Rank hold PYPL as of Q4 2021.

KWB Wealth reported no remaining PayPal position as of Q4 2021 after selling out during the quarter.
KWB Wealth sold 2,926 PayPal shares in Q4 2021, an estimated $761K.
KWB Wealth first reported a position in PayPal in Q4 2020 and held it in 4 quarters.
KWB Wealth's PayPal position peaked at $761K in Q3 2021.
2,607 funds tracked by Wall St. Rank held PayPal as of Q4 2021.

Based on KWB Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.