Level Financial Advisors’s PayPal PYPL Stock Holding History

Level Financial Advisors’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
2024 Q1	–	Sell	-30	Closed	-$1.84K	–	207
2023 Q4	$1.84K	Hold	30	–	–	﹤0.01%	241
2023 Q3	$1.75K	Hold	30	–	–	﹤0.01%	252
2023 Q2	$2K	Hold	30	–	–	﹤0.01%	248
2023 Q1	$2.28K	Hold	30	–	–	﹤0.01%	209
2022 Q4	$2K	Hold	30	–	–	﹤0.01%	229
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	211
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	254
2022 Q1	$3K	Sell	30 -100	-77%	-$13.3K	﹤0.01%	203
2021 Q4	$25K	Buy	+130	New	+$28.1K	0.02%	124

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Level Financial Advisors's PYPL Position: Q1 2024 in Review

Level Financial Advisors sold out of PayPal (PYPL) in Q1 2024, closing a stake of 30 shares — an estimated $1.84K sold.

Level Financial Advisors first reported a position in PYPL in Q4 2021 and held it in 9 quarters. The position peaked at $25K in Q4 2021. 1,793 funds tracked by Wall St. Rank hold PYPL as of Q1 2024.

Level Financial Advisors reported no remaining PayPal position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 30 PayPal shares in Q1 2024, an estimated $1.84K.
Level Financial Advisors first reported a position in PayPal in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's PayPal position peaked at $25K in Q4 2021.
1,793 funds tracked by Wall St. Rank held PayPal as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.