Lauer Wealth’s PayPal PYPL Stock Holding History

Lauer 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
2024 Q1	–	Sell	-4,060	Closed	-$259K	–	47
2023 Q4	$259K	Sell	4,060 -924	-19%	-$52.9K	0.24%	40
2023 Q3	$284K	Sell	4,984 -18,600	-79%	-$1.21M	0.31%	35
2023 Q2	$392K	Buy	+23,584	New	+$1.61M	0.41%	31

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lauer Wealth's PYPL Position: Q1 2024 in Review

Lauer Wealth sold out of PayPal (PYPL) in Q1 2024, closing a stake of 4,060 shares — an estimated $259K sold.

Lauer Wealth first reported a position in PYPL in Q2 2023 and held it in 3 quarters. The position peaked at $392K in Q2 2023. 1,792 funds tracked by Wall St. Rank hold PYPL as of Q1 2024.

Lauer Wealth reported no remaining PayPal position as of Q1 2024 after selling out during the quarter.
Lauer Wealth sold 4,060 PayPal shares in Q1 2024, an estimated $259K.
Lauer Wealth first reported a position in PayPal in Q2 2023 and held it in 3 quarters.
Lauer Wealth's PayPal position peaked at $392K in Q2 2023.
1,792 funds tracked by Wall St. Rank held PayPal as of Q1 2024.

Based on Lauer Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.