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Legacy Wealth Management (Mississippi)’s PayPal PYPL Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q4 		– Sell
-9,252
Closed -$796K – 76
2022
Q3 		$796K Sell
9,252
-4,625
-33% -$410K 0.54% 48
2022
Q2 		$969K Sell
13,877
-990
-7% -$85.9K 0.59% 53
2022
Q1 		$1.72M Buy
14,867
+4,410
+42% +$587K 0.9% 33
2021
Q4 		$1.97M Buy
10,457
+225
+2% +$48.7K 1.01% 28
2021
Q3 		$2.66M Hold
10,232
– – 1.42% 12
2021
Q2 		$2.98M Sell
10,232
-115
-1% -$30.4K 1.65% 8
2021
Q1 		$2.51M Sell
10,347
-10
-0.1% -$2.52K 1.52% 12
2020
Q4 		$2.43M Buy
10,357
+1,023
+11% +$212K 1.54% 11
2020
Q3 		$1.84M Sell
9,334
-90
-1% -$16.9K 1.27% 21
2020
Q2 		$1.64M Buy
9,424
+290
+3% +$40.1K 1.25% 20
2020
Q1 		$874K Buy
9,134
+3,917
+75% +$432K 0.81% 41
2019
Q4 		$564K Buy
+5,217
New +$544K 0.49% 62

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s PYPL Position: Q4 2022 in Review

Legacy Wealth Management (Mississippi) sold out of PayPal (PYPL) in Q4 2022, closing a stake of 9,252 shares — an estimated $796K sold.

Legacy Wealth Management (Mississippi) first reported a position in PYPL in Q4 2019 and held it in 12 quarters. The position peaked at $2.98M in Q2 2021. 2,009 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

  • Legacy Wealth Management (Mississippi) reported no remaining PayPal position as of Q4 2022 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 9,252 PayPal shares in Q4 2022, an estimated $796K.
  • Legacy Wealth Management (Mississippi) first reported a position in PayPal in Q4 2019 and held it in 12 quarters.
  • Legacy Wealth Management (Mississippi)'s PayPal position peaked at $2.98M in Q2 2021.
  • 2,009 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2022, filed 12 Dec 2024.