NFG
PYPL icon

Next Financial Group’s PayPal PYPL Stock Holding History

Next Financial Group’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
2021
Q4 		$2.73M Buy
14,449
+2,749
+23% +$595K 0.18% 123
2021
Q3 		$3.04M Sell
11,700
-1,420
-11% -$403K 0.24% 91
2021
Q2 		$3.83M Buy
13,120
+808
+7% +$213K 0.31% 65
2021
Q1 		$2.99M Buy
12,312
+200
+2% +$50.5K 0.27% 83
2020
Q4 		$2.84M Buy
12,112
+1,881
+18% +$390K 0.27% 85
2020
Q3 		$2.02M Buy
10,231
+134
+1% +$25.2K 0.22% 111
2020
Q2 		$1.76M Buy
10,097
+309
+3% +$42.7K 0.21% 125
2020
Q1 		$937K Buy
9,788
+1,088
+13% +$120K 0.12% 168
2019
Q4 		$941K Buy
8,700
+710
+9% +$74K 0.1% 239
2019
Q3 		$827K Buy
7,990
+1,095
+16% +$121K 0.09% 259
2019
Q2 		$790K Buy
6,895
+2,237
+48% +$248K 0.08% 267
2019
Q1 		$484K Sell
4,658
-4,825
-51% -$457K 0.12% 121
2018
Q4 		$797K Buy
9,483
+5,781
+156% +$481K 0.17% 158
2018
Q3 		$325K Sell
3,702
-591
-14% -$52K 0.15% 135
2018
Q2 		$357K Sell
4,293
-4,040
-48% -$322K 0.14% 177
2018
Q1 		$632K Buy
8,333
+2,048
+33% +$162K 0.13% 180
2017
Q4 		$463K Buy
6,285
+1,345
+27% +$97.3K 0.2% 142
2017
Q3 		$339K Buy
4,940
+317
+7% +$19K 0.09% 220
2017
Q2 		$248K Buy
4,623
+730
+19% +$35.9K 0.06% 303
2017
Q1 		$186K Sell
3,893
-3,374
-46% -$141K 0.05% 328
2016
Q4 		$287K Buy
7,267
+258
+4% +$10.4K 0.05% 365
2016
Q3 		$287K Buy
7,009
+2,433
+53% +$93.5K 0.05% 362
2016
Q2 		$167K Buy
4,576
+2,150
+89% +$82.2K 0.05% 335
2016
Q1 		$93K Hold
2,426
– – 0.03% 447
2015
Q4 		$87K Hold
2,426
– – 0.03% 461
2015
Q3 		$75K Buy
+2,426
New +$86.9K 0.03% 519

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Financial Group's PYPL Position: Q4 2021 in Review

Next Financial Group increased its PayPal (PYPL) stake by 23% in Q4 2021, buying an estimated $595K and bringing the position to 14,449 shares worth $2.73M. The position accounts for 0.18% of the portfolio, ranked #123.

Next Financial Group first reported a position in PYPL in Q3 2015 and has held it in 26 quarters since. The position peaked at $3.83M in Q2 2021. 2,607 funds tracked by Wall St. Rank hold PYPL as of Q4 2021.

  • Next Financial Group held 14,449 shares of PayPal worth $2.73M as of Q4 2021.
  • Next Financial Group bought 2,749 PayPal shares in Q4 2021, an estimated $595K.
  • PayPal made up 0.18% of Next Financial Group's portfolio in Q4 2021, its #123 holding.
  • Next Financial Group first reported a position in PayPal in Q3 2015 and has held it in 26 quarters since.
  • Next Financial Group's PayPal position peaked at $3.83M in Q2 2021.
  • 2,607 funds tracked by Wall St. Rank held PayPal as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.