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Legacy Wealth Partners (California)’s PayPal PYPL Stock Holding History

Legacy Wealth Partners (California)’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
2021
Q2 		$1.47M Sell
5,042
-828
-14% -$219K 0.82% 28
2021
Q1 		$1.43M Buy
5,870
+1,102
+23% +$278K 0.83% 24
2020
Q4 		$1.12M Buy
4,768
+184
+4% +$38.1K 0.7% 31
2020
Q3 		$903K Buy
+4,584
New +$863K 0.64% 31

Other funds holding PYPL

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Wealth Partners (California)'s PYPL Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its PayPal (PYPL) stake by 14% in Q2 2021, selling an estimated $219K and leaving 5,042 shares worth $1.47M. The position accounts for 0.82% of the portfolio, ranked #28.

Legacy Wealth Partners (California) first reported a position in PYPL in Q3 2020 and has held it in 4 quarters since. 2,580 funds tracked by Wall St. Rank hold PYPL as of Q2 2021.

  • Legacy Wealth Partners (California) held 5,042 shares of PayPal worth $1.47M as of Q2 2021.
  • Legacy Wealth Partners (California) sold 828 PayPal shares in Q2 2021, an estimated $219K.
  • PayPal made up 0.82% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #28 holding.
  • Legacy Wealth Partners (California) first reported a position in PayPal in Q3 2020 and has held it in 4 quarters since.
  • 2,580 funds tracked by Wall St. Rank held PayPal as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.