Legacy Private Trust’s PayPal PYPL Stock Holding History

Legacy Private Trust’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 Q2	–	Sell	-2,995	Closed	-$227K	–	232
2023 Q1	$227K	Sell	2,995 -31	-1%	-$2.39K	0.02%	216
2022 Q4	$216K	Hold	3,026	–	–	0.02%	217
2022 Q3	$260K	Sell	3,026 -5,025	-62%	-$446K	0.02%	202
2022 Q2	$562K	Sell	8,051 -3,490	-30%	-$303K	0.05%	160
2022 Q1	$1.33M	Buy	11,541 +4,475	+63%	+$596K	0.1%	134
2021 Q4	$1.33M	Buy	7,066 +3,530	+100%	+$764K	0.1%	134
2021 Q3	$920K	Buy	+3,536	New	+$1M	0.07%	148

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Private Trust's PYPL Position: Q2 2023 in Review

Legacy Private Trust sold out of PayPal (PYPL) in Q2 2023, closing a stake of 2,995 shares — an estimated $227K sold.

Legacy Private Trust first reported a position in PYPL in Q3 2021 and held it in 7 quarters. The position peaked at $1.33M in Q1 2022. 1,878 funds tracked by Wall St. Rank hold PYPL as of Q2 2023.

Legacy Private Trust reported no remaining PayPal position as of Q2 2023 after selling out during the quarter.
Legacy Private Trust sold 2,995 PayPal shares in Q2 2023, an estimated $227K.
Legacy Private Trust first reported a position in PayPal in Q3 2021 and held it in 7 quarters.
Legacy Private Trust's PayPal position peaked at $1.33M in Q1 2022.
1,878 funds tracked by Wall St. Rank held PayPal as of Q2 2023.

Based on Legacy Private Trust's 13F filing for Q2 2023, filed 7 Jul 2023.