Ledge Wealth Management’s PayPal PYPL Stock Holding History

Ledge 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 Q1	–	Sell	-10,044	Closed	-$715K	–	71
2022 Q4	$715K	Buy	10,044 +976	+11%	+$78.1K	0.33%	49
2022 Q3	$780K	Buy	9,068 +2,806	+45%	+$249K	0.48%	45
2022 Q2	$437K	Buy	6,262 +962	+18%	+$83.5K	0.27%	52
2022 Q1	$613K	Buy	+5,300	New	+$705K	0.38%	49

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ledge Wealth Management's PYPL Position: Q1 2023 in Review

Ledge Wealth Management sold out of PayPal (PYPL) in Q1 2023, closing a stake of 10,044 shares — an estimated $715K sold.

Ledge Wealth Management first reported a position in PYPL in Q1 2022 and held it in 4 quarters. The position peaked at $780K in Q3 2022. 1,962 funds tracked by Wall St. Rank hold PYPL as of Q1 2023.

Ledge Wealth Management reported no remaining PayPal position as of Q1 2023 after selling out during the quarter.
Ledge Wealth Management sold 10,044 PayPal shares in Q1 2023, an estimated $715K.
Ledge Wealth Management first reported a position in PayPal in Q1 2022 and held it in 4 quarters.
Ledge Wealth Management's PayPal position peaked at $780K in Q3 2022.
1,962 funds tracked by Wall St. Rank held PayPal as of Q1 2023.

Based on Ledge Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.