Milestone Wealth’s PayPal PYPL Stock Holding History

Milestone Wealth’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 Q2	–	Sell	-264	Closed	-$50K	–	242
2022 Q1	$50K	Hold	264	–	–	0.04%	136
2021 Q4	$50K	Buy	+264	New	+$57.1K	0.04%	136

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 $3.37T AUM 44.26% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Milestone Wealth's PYPL Position: Q2 2022 in Review

Milestone Wealth sold out of PayPal (PYPL) in Q2 2022, closing a stake of 264 shares — an estimated $50K sold.

Milestone Wealth first reported a position in PYPL in Q4 2021 and held it in 2 quarters. The position peaked at $50K in Q1 2022. 2,030 funds tracked by Wall St. Rank hold PYPL as of Q2 2022.

Milestone Wealth reported no remaining PayPal position as of Q2 2022 after selling out during the quarter.
Milestone Wealth sold 264 PayPal shares in Q2 2022, an estimated $50K.
Milestone Wealth first reported a position in PayPal in Q4 2021 and held it in 2 quarters.
Milestone Wealth's PayPal position peaked at $50K in Q1 2022.
2,030 funds tracked by Wall St. Rank held PayPal as of Q2 2022.

Based on Milestone Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.