Monograph Wealth Advisors’s PayPal PYPL Stock Holding History

Monograph Wealth 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	-5,625	Closed	-$329K	–	131
2023 Q3	$329K	Buy	+5,625	New	+$366K	0.07%	89

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Monograph Wealth Advisors's PYPL Position: Q4 2023 in Review

Monograph Wealth Advisors sold out of PayPal (PYPL) in Q4 2023, closing a stake of 5,625 shares — an estimated $329K sold.

Monograph Wealth Advisors first reported a position in PYPL in Q3 2023 and held it in 1 quarter. The position peaked at $329K in Q3 2023. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

Monograph Wealth Advisors reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
Monograph Wealth Advisors sold 5,625 PayPal shares in Q4 2023, an estimated $329K.
Monograph Wealth Advisors first reported a position in PayPal in Q3 2023 and held it in 1 quarter.
Monograph Wealth Advisors's PayPal position peaked at $329K in Q3 2023.
1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on Monograph Wealth Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.