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Northeast Financial Consultants’s PayPal PYPL Stock Holding History

Northeast Financial Consultants’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
Q3 		– Sell
-4,502
Closed -$300K – 295
2023
Q2 		$300K Buy
4,502
+1,000
+29% +$68.2K 0.02% 231
2023
Q1 		$266K Sell
3,502
-2,100
-37% -$162K 0.02% 261
2022
Q4 		$399K Sell
5,602
-1,000
-15% -$80K 0.03% 217
2022
Q3 		$568K Buy
6,602
+3,195
+94% +$283K 0.04% 173
2022
Q2 		$238K Sell
3,407
-3,775
-53% -$327K 0.02% 288
2022
Q1 		$831K Sell
7,182
-841
-10% -$112K 0.05% 174
2021
Q4 		$1.51M Sell
8,023
-510
-6% -$110K 0.09% 119
2021
Q3 		$2.22M Sell
8,533
-70
-0.8% -$19.9K 0.15% 86
2021
Q2 		$2.51M Buy
8,603
+3,379
+65% +$892K 0.17% 82
2021
Q1 		$1.27M Sell
5,224
-4,486
-46% -$1.13M 0.1% 122
2020
Q4 		$2.27M Buy
9,710
+1,054
+12% +$218K 0.19% 74
2020
Q3 		$1.7M Buy
8,656
+5
+0.1% +$942 0.15% 85
2020
Q2 		$1.51M Buy
8,651
+185
+2% +$25.6K 0.14% 90
2020
Q1 		$811K Buy
8,466
+6,156
+266% +$680K 0.09% 133
2019
Q4 		$250K Sell
2,310
-251
-10% -$26.2K 0.02% 256
2019
Q3 		$264K Sell
2,561
-80
-3% -$8.81K 0.03% 260
2019
Q2 		$302K Hold
2,641
– – 0.03% 240
2019
Q1 		$274K Buy
+2,641
New +$250K 0.03% 243

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
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northeast Financial Consultants's PYPL Position: Q3 2023 in Review

Northeast Financial Consultants sold out of PayPal (PYPL) in Q3 2023, closing a stake of 4,502 shares — an estimated $300K sold.

Northeast Financial Consultants first reported a position in PYPL in Q1 2019 and held it in 18 quarters. The position peaked at $2.51M in Q2 2021. 1,763 funds tracked by Wall St. Rank hold PYPL as of Q3 2023.

  • Northeast Financial Consultants reported no remaining PayPal position as of Q3 2023 after selling out during the quarter.
  • Northeast Financial Consultants sold 4,502 PayPal shares in Q3 2023, an estimated $300K.
  • Northeast Financial Consultants first reported a position in PayPal in Q1 2019 and held it in 18 quarters.
  • Northeast Financial Consultants's PayPal position peaked at $2.51M in Q2 2021.
  • 1,763 funds tracked by Wall St. Rank held PayPal as of Q3 2023.

Based on Northeast Financial Consultants's 13F filing for Q3 2023, filed 14 Nov 2023.