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Legacy Wealth Asset Management’s PayPal PYPL Stock Holding History

Legacy Wealth Asset 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
2022
Q2 		– Sell
-1,805
Closed -$209K – 336
2022
Q1 		$209K Hold
1,805
– – 0.07% 293
2021
Q4 		$340K Hold
1,805
– – 0.12% 248
2021
Q3 		$470K Hold
1,805
– – 0.22% 181
2021
Q2 		$526K Buy
1,805
+200
+12% +$52.8K 0.23% 164
2021
Q1 		$390K Buy
1,605
+305
+23% +$77K 0.18% 210
2020
Q4 		$304K Buy
+1,300
New +$269K 0.15% 229

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
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
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Wealth Asset Management's PYPL Position: Q2 2022 in Review

Legacy Wealth Asset Management sold out of PayPal (PYPL) in Q2 2022, closing a stake of 1,805 shares — an estimated $209K sold.

Legacy Wealth Asset Management first reported a position in PYPL in Q4 2020 and held it in 6 quarters. The position peaked at $526K in Q2 2021. 2,030 funds tracked by Wall St. Rank hold PYPL as of Q2 2022.

  • Legacy Wealth Asset Management reported no remaining PayPal position as of Q2 2022 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 1,805 PayPal shares in Q2 2022, an estimated $209K.
  • Legacy Wealth Asset Management first reported a position in PayPal in Q4 2020 and held it in 6 quarters.
  • Legacy Wealth Asset Management's PayPal position peaked at $526K in Q2 2021.
  • 2,030 funds tracked by Wall St. Rank held PayPal as of Q2 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2022, filed 19 Jul 2022.