Liberty Wealth Management’s PayPal PYPL Stock Holding History

Liberty Wealth 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
2021 Q4	–	Sell	-467	Closed	-$119K	–	863
2021 Q3	$119K	Buy	467 +231	+98%	+$65.5K	0.04%	256
2021 Q2	$69K	Buy	236 +64	+37%	+$16.9K	0.03%	266
2021 Q1	$41K	Hold	172	–	–	0.02%	316
2020 Q4	$41K	Sell	172 -23	-12%	-$4.77K	0.02%	313
2020 Q3	$38K	Buy	195 +17	+10%	+$3.2K	0.02%	276
2020 Q2	$31K	Sell	178 -65	-27%	-$8.98K	0.02%	312
2020 Q1	$23K	Sell	243 -139	-36%	-$15.3K	0.02%	340
2019 Q4	$41K	Hold	382	–	–	0.03%	286
2019 Q3	$40K	Buy	382 +130	+52%	+$14.3K	0.04%	268
2019 Q2	$29K	Sell	252 -251	-50%	-$27.8K	0.03%	347
2019 Q1	$52K	Buy	503 +31	+7%	+$2.94K	0.04%	197
2018 Q4	$39K	Buy	+472	New	+$39.3K	0.03%	216

Other funds holding PYPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Liberty Wealth Management's PYPL Position: Q4 2021 in Review

Liberty Wealth Management sold out of PayPal (PYPL) in Q4 2021, closing a stake of 467 shares — an estimated $119K sold.

Liberty Wealth Management first reported a position in PYPL in Q4 2018 and held it in 12 quarters. The position peaked at $119K in Q3 2021. 2,607 funds tracked by Wall St. Rank hold PYPL as of Q4 2021.

Liberty Wealth Management reported no remaining PayPal position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 467 PayPal shares in Q4 2021, an estimated $119K.
Liberty Wealth Management first reported a position in PayPal in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's PayPal position peaked at $119K in Q3 2021.
2,607 funds tracked by Wall St. Rank held PayPal as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.