Mountain Capital Investment Advisors’s PayPal PYPL Stock Holding History

Mountain Capital 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
2022 Q4	–	Sell	-14,765	Closed	-$1.25M	–	92
2022 Q3	$1.25M	Sell	14,765 -411	-3%	-$36.4K	0.65%	57
2022 Q2	$1.14M	Buy	15,176 +4,235	+39%	+$367K	0.57%	51
2022 Q1	$1.2M	Buy	10,941 +4,797	+78%	+$638K	0.57%	59
2021 Q4	$1.18M	Buy	6,144 +1,270	+26%	+$275K	0.53%	66
2021 Q3	$1.27M	Sell	4,874 -54	-1%	-$15.3K	0.67%	49
2021 Q2	$1.45M	Sell	4,928 -1,394	-22%	-$368K	0.67%	32
2021 Q1	$1.74M	Sell	6,322 -927	-13%	-$234K	0.87%	29
2020 Q4	$1.72M	Sell	7,249 -1,987	-22%	-$412K	1.04%	23
2020 Q3	$1.86M	Buy	+9,236	New	+$1.74M	1.2%	24
2017 Q4	–	Sell	-150	Closed	-$10K	–	336
2017 Q3	$10K	Hold	150	–	–	0.01%	275
2017 Q2	$8K	Buy	+150	New	+$7.37K	0.01%	325

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

Mountain Capital Investment Advisors's PYPL Position: Q4 2022 in Review

Mountain Capital Investment Advisors sold out of PayPal (PYPL) in Q4 2022, closing a stake of 14,765 shares — an estimated $1.25M sold.

Mountain Capital Investment Advisors first reported a position in PYPL in Q2 2017 and held it in 11 quarters. The position peaked at $1.86M in Q3 2020. 2,009 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

Mountain Capital Investment Advisors reported no remaining PayPal position as of Q4 2022 after selling out during the quarter.
Mountain Capital Investment Advisors sold 14,765 PayPal shares in Q4 2022, an estimated $1.25M.
Mountain Capital Investment Advisors first reported a position in PayPal in Q2 2017 and held it in 11 quarters.
Mountain Capital Investment Advisors's PayPal position peaked at $1.86M in Q3 2020.
2,009 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.