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Lake Point Wealth Management’s PayPal PYPL Stock Holding History

Lake Point 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
2021
Q4 		– Sell
-25
Closed -$7K – 478
2021
Q3 		$7K Hold
25
– – ﹤0.01% 210
2021
Q2 		$7K Buy
+25
New +$6.6K ﹤0.01% 217
2019
Q2 		$3K Hold
25
– – ﹤0.01% 489
2019
Q1 		$3K Sell
25
-7
-22% -$663 ﹤0.01% 489
2018
Q4 		$3K Buy
+32
New +$2.67K ﹤0.01% 634

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Point Wealth Management's PYPL Position: Q4 2021 in Review

Lake Point Wealth Management sold out of PayPal (PYPL) in Q4 2021, closing a stake of 25 shares — an estimated $7K sold.

Lake Point Wealth Management first reported a position in PYPL in Q4 2018 and held it in 5 quarters. The position peaked at $7K in Q3 2021. 2,608 funds tracked by Wall St. Rank hold PYPL as of Q4 2021.

  • Lake Point Wealth Management reported no remaining PayPal position as of Q4 2021 after selling out during the quarter.
  • Lake Point Wealth Management sold 25 PayPal shares in Q4 2021, an estimated $7K.
  • Lake Point Wealth Management first reported a position in PayPal in Q4 2018 and held it in 5 quarters.
  • Lake Point Wealth Management's PayPal position peaked at $7K in Q3 2021.
  • 2,608 funds tracked by Wall St. Rank held PayPal as of Q4 2021.

Based on Lake Point Wealth Management's 13F filing for Q4 2021, filed 23 Feb 2022.