MinichMacGregor Wealth Management’s PayPal PYPL Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-329	Closed	-$23.4K	–	503
2022 Q4	$23.4K	Buy	+329	New	+$26.3K	0.01%	285
2021 Q1	–	Sell	-877	Closed	-$205K	–	90
2020 Q4	$205K	Buy	+877	New	+$182K	0.08%	75
2018 Q4	–	Sell	-470	Closed	-$41K	–	405
2018 Q3	$41K	Buy	470 +7	+2%	+$616	0.03%	134
2018 Q2	$38K	Sell	463 -8	-2%	-$638	0.03%	130
2018 Q1	$35K	Buy	471 +100	+27%	+$7.93K	0.03%	139
2017 Q4	$27K	Sell	371 -38	-9%	-$2.75K	0.02%	166
2017 Q3	$26K	Sell	409 -13	-3%	-$779	0.02%	166
2017 Q2	$22K	Hold	422	–	–	0.02%	177
2017 Q1	$18K	Hold	422	–	–	0.02%	198
2016 Q4	$16K	Sell	422 -16	-4%	-$643	0.02%	197
2016 Q3	$17K	Hold	438	–	–	0.02%	198
2016 Q2	$15K	Hold	438	–	–	0.01%	201
2016 Q1	$16K	Buy	+438	New	+$15.8K	0.02%	196

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

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

Norges Bank Oslo, Norway $1T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

MinichMacGregor Wealth Management's PYPL Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of PayPal (PYPL) in Q1 2023, closing a stake of 329 shares — an estimated $23.4K sold.

MinichMacGregor Wealth Management first reported a position in PYPL in Q1 2016 and held it in 13 quarters. The position peaked at $205K in Q4 2020. 1,963 funds tracked by Wall St. Rank hold PYPL as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining PayPal position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 329 PayPal shares in Q1 2023, an estimated $23.4K.
MinichMacGregor Wealth Management first reported a position in PayPal in Q1 2016 and held it in 13 quarters.
MinichMacGregor Wealth Management's PayPal position peaked at $205K in Q4 2020.
1,963 funds tracked by Wall St. Rank held PayPal as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.