LWM
PYPL icon

Laidlaw Wealth Management’s PayPal PYPL Stock Holding History

Laidlaw 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
2023
Q4 		– Sell
-3,720
Closed -$217K – 268
2023
Q3 		$217K Sell
3,720
-3,104
-45% -$202K 0.07% 250
2023
Q2 		$455K Sell
6,824
-812
-11% -$55.4K 0.09% 209
2023
Q1 		$580K Sell
7,636
-50
-0.7% -$3.85K 0.12% 187
2022
Q4 		$547K Sell
7,686
-1,003
-12% -$80.3K 0.12% 186
2022
Q3 		$748K Buy
8,689
+37
+0.4% +$3.28K 0.17% 136
2022
Q2 		$604K Sell
8,652
-1,515
-15% -$131K 0.12% 179
2022
Q1 		$1.18M Sell
10,167
-2,505
-20% -$333K 0.2% 125
2021
Q4 		$2.39M Sell
12,672
-1,057
-8% -$229K 0.38% 67
2021
Q3 		$3.57M Buy
13,729
+1,173
+9% +$333K 0.92% 27
2021
Q2 		$3.66M Buy
12,556
+1,063
+9% +$281K 0.94% 26
2021
Q1 		$2.79M Buy
11,493
+3,063
+36% +$773K 0.95% 29
2020
Q4 		$1.97M Buy
8,430
+5,179
+159% +$1.07M 0.42% 63
2020
Q3 		$641K Buy
3,251
+5
+0.2% +$942 0.28% 94
2020
Q2 		$566K Buy
3,246
+226
+7% +$31.2K 0.3% 94
2020
Q1 		$289K Buy
3,020
+134
+5% +$14.8K 0.19% 115
2019
Q4 		$312K Buy
+2,886
New +$301K 0.2% 123

Other funds holding PYPL

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laidlaw Wealth Management's PYPL Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of PayPal (PYPL) in Q4 2023, closing a stake of 3,720 shares — an estimated $217K sold.

Laidlaw Wealth Management first reported a position in PYPL in Q4 2019 and held it in 16 quarters. The position peaked at $3.66M in Q2 2021. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

  • Laidlaw Wealth Management reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 3,720 PayPal shares in Q4 2023, an estimated $217K.
  • Laidlaw Wealth Management first reported a position in PayPal in Q4 2019 and held it in 16 quarters.
  • Laidlaw Wealth Management's PayPal position peaked at $3.66M in Q2 2021.
  • 1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.