Marks Group Wealth Management’s PayPal PYPL Stock Holding History

Marks Group 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
2022 Q4	–	Sell	-31,961	Closed	-$2.75M	–	289
2022 Q3	$2.75M	Buy	31,961 +1,095	+4%	+$97.1K	0.42%	87
2022 Q2	$2.16M	Buy	30,866 +3,496	+13%	+$303K	0.31%	98
2022 Q1	$3.17M	Buy	27,370 +4,678	+21%	+$623K	0.4%	87
2021 Q4	$4.29M	Buy	22,692 +9,703	+75%	+$2.1M	0.52%	73
2021 Q3	$3.41M	Buy	12,989 +1,137	+10%	+$323K	0.46%	80
2021 Q2	$3.45M	Sell	11,852 -1,738	-13%	-$459K	0.47%	93
2021 Q1	$3.28M	Sell	13,590 -96	-0.7%	-$24.2K	0.49%	91
2020 Q4	$3.21M	Buy	13,686 +271	+2%	+$56.2K	0.5%	90
2020 Q3	$2.64M	Sell	13,415 -350	-3%	-$65.9K	0.48%	93
2020 Q2	$2.42M	Buy	+13,765	New	+$1.9M	0.49%	91

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Marks Group Wealth Management's PYPL Position: Q4 2022 in Review

Marks Group Wealth Management sold out of PayPal (PYPL) in Q4 2022, closing a stake of 31,961 shares — an estimated $2.75M sold.

Marks Group Wealth Management first reported a position in PYPL in Q2 2020 and held it in 10 quarters. The position peaked at $4.29M in Q4 2021. 2,009 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

Marks Group Wealth Management reported no remaining PayPal position as of Q4 2022 after selling out during the quarter.
Marks Group Wealth Management sold 31,961 PayPal shares in Q4 2022, an estimated $2.75M.
Marks Group Wealth Management first reported a position in PayPal in Q2 2020 and held it in 10 quarters.
Marks Group Wealth Management's PayPal position peaked at $4.29M in Q4 2021.
2,009 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on Marks Group Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.