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Milestone Investment Advisors’s PayPal PYPL Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-52
Closed -$3.04K – 367
2023
Q3 		$3.04K Buy
+52
New +$3.39K ﹤0.01% 342
2023
Q2 		– Sell
-52
Closed -$3.95K – 364
2023
Q1 		$3.95K Buy
+52
New +$4K ﹤0.01% 337

Other funds holding PYPL

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Milestone Investment Advisors's PYPL Position: Q4 2023 in Review

Milestone Investment Advisors sold out of PayPal (PYPL) in Q4 2023, closing a stake of 52 shares — an estimated $3.04K sold.

Milestone Investment Advisors first reported a position in PYPL in Q1 2023 and held it in 2 quarters. The position peaked at $3.95K in Q1 2023. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

  • Milestone Investment Advisors reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 52 PayPal shares in Q4 2023, an estimated $3.04K.
  • Milestone Investment Advisors first reported a position in PayPal in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's PayPal position peaked at $3.95K in Q1 2023.
  • 1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.