Naviter Wealth’s PayPal PYPL Stock Holding History

Naviter 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
2025 Q1	–	Sell	-5,319	Closed	-$454K	–	291
2024 Q4	$454K	Buy	+5,319	New	+$447K	0.05%	214
2024 Q1	–	Sell	-4,846	Closed	-$298K	–	244
2023 Q4	$298K	Sell	4,846 -2,096	-30%	-$120K	0.06%	184
2023 Q3	$406K	Buy	6,942 +666	+11%	+$43.4K	0.1%	178
2023 Q2	$419K	Buy	6,276 +394	+7%	+$26.9K	0.11%	184
2023 Q1	$447K	Sell	5,882 -452	-7%	-$34.8K	0.16%	159
2022 Q4	$504K	Buy	6,334 +999	+19%	+$80K	0.14%	150
2022 Q3	$459K	Sell	5,335 -3	-0.1%	-$266	0.19%	132
2022 Q2	$373K	Buy	+5,338	New	+$463K	0.15%	146

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Naviter Wealth's PYPL Position: Q1 2025 in Review

Naviter Wealth sold out of PayPal (PYPL) in Q1 2025, closing a stake of 5,319 shares — an estimated $454K sold.

Naviter Wealth first reported a position in PYPL in Q2 2022 and held it in 8 quarters. The position peaked at $504K in Q4 2022. 1,893 funds tracked by Wall St. Rank hold PYPL as of Q1 2025.

Naviter Wealth reported no remaining PayPal position as of Q1 2025 after selling out during the quarter.
Naviter Wealth sold 5,319 PayPal shares in Q1 2025, an estimated $454K.
Naviter Wealth first reported a position in PayPal in Q2 2022 and held it in 8 quarters.
Naviter Wealth's PayPal position peaked at $504K in Q4 2022.
1,893 funds tracked by Wall St. Rank held PayPal as of Q1 2025.

Based on Naviter Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.