Oak Harbor Wealth Partners’s PayPal PYPL Stock Holding History

Oak Harbor Wealth Partners’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 Q2	–	Sell	-2,814	Closed	-$214K	–	237
2023 Q1	$214K	Sell	2,814 -20	-0.7%	-$1.54K	0.08%	160
2022 Q4	$202K	Sell	2,834 -520	-16%	-$41.6K	0.08%	155
2022 Q3	$289K	Hold	3,354	–	–	0.11%	122
2022 Q2	$234K	Sell	3,354 -176	-5%	-$15.3K	0.09%	133
2022 Q1	$408K	Buy	3,530 +311	+10%	+$41.4K	0.13%	110
2021 Q4	$607K	Buy	+3,219	New	+$697K	0.21%	92

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Oak Harbor Wealth Partners's PYPL Position: Q2 2023 in Review

Oak Harbor Wealth Partners sold out of PayPal (PYPL) in Q2 2023, closing a stake of 2,814 shares — an estimated $214K sold.

Oak Harbor Wealth Partners first reported a position in PYPL in Q4 2021 and held it in 6 quarters. The position peaked at $607K in Q4 2021. 1,878 funds tracked by Wall St. Rank hold PYPL as of Q2 2023.

Oak Harbor Wealth Partners reported no remaining PayPal position as of Q2 2023 after selling out during the quarter.
Oak Harbor Wealth Partners sold 2,814 PayPal shares in Q2 2023, an estimated $214K.
Oak Harbor Wealth Partners first reported a position in PayPal in Q4 2021 and held it in 6 quarters.
Oak Harbor Wealth Partners's PayPal position peaked at $607K in Q4 2021.
1,878 funds tracked by Wall St. Rank held PayPal as of Q2 2023.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.