LWP
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Legacy Wealth Planning’s PayPal PYPL Stock Holding History

Legacy Wealth Planning’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
Q1 		– Sell
-1,360
Closed -$256K – 106
2021
Q4 		$256K Buy
+1,360
New +$294K 0.29% 73
2021
Q3 		– Sell
-894
Closed -$261K – 103
2021
Q2 		$261K Hold
894
– – 0.3% 73
2021
Q1 		$217K Hold
894
– – 0.28% 82
2020
Q4 		$209K Buy
+894
New +$185K 0.27% 77

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Legacy Wealth Planning's PYPL Position: Q1 2022 in Review

Legacy Wealth Planning sold out of PayPal (PYPL) in Q1 2022, closing a stake of 1,360 shares — an estimated $256K sold.

Legacy Wealth Planning first reported a position in PYPL in Q4 2020 and held it in 4 quarters. The position peaked at $261K in Q2 2021. 2,337 funds tracked by Wall St. Rank hold PYPL as of Q1 2022.

  • Legacy Wealth Planning reported no remaining PayPal position as of Q1 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 1,360 PayPal shares in Q1 2022, an estimated $256K.
  • Legacy Wealth Planning first reported a position in PayPal in Q4 2020 and held it in 4 quarters.
  • Legacy Wealth Planning's PayPal position peaked at $261K in Q2 2021.
  • 2,337 funds tracked by Wall St. Rank held PayPal as of Q1 2022.

Based on Legacy Wealth Planning's 13F filing for Q1 2022, filed 10 May 2022.