Obermeyer Wealth Partners’s PayPal PYPL Stock Holding History

Obermeyer 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 Q1	–	Sell	-2,860	Closed	-$204K	–	234
2022 Q4	$204K	Sell	2,860 -281	-9%	-$22.5K	0.02%	211
2022 Q3	$270K	Buy	+3,141	New	+$279K	0.02%	161
2022 Q2	–	Sell	-197,774	Closed	-$22.9M	–	230
2022 Q1	$22.9M	Buy	197,774 +758	+0.4%	+$101K	1.37%	28
2021 Q4	$37.2M	Buy	197,016 +6,348	+3%	+$1.37M	1.99%	25
2021 Q3	$49.6M	Buy	190,668 +1,962	+1%	+$557K	2.75%	13
2021 Q2	$55M	Buy	188,706 +2,392	+1%	+$632K	3.06%	7
2021 Q1	$45.2M	Buy	186,314 +3,601	+2%	+$909K	2.78%	13
2020 Q4	$42.8M	Buy	182,713 +179,181	+5,073%	+$37.1M	2.84%	17
2020 Q3	$696K	Buy	3,532 +3	+0.1%	+$565	0.05%	66
2020 Q2	$615K	Buy	3,529 +1,267	+56%	+$175K	0.05%	64
2020 Q1	$217K	Buy	+2,262	New	+$250K	0.02%	111

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

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Obermeyer Wealth Partners's PYPL Position: Q1 2023 in Review

Obermeyer Wealth Partners sold out of PayPal (PYPL) in Q1 2023, closing a stake of 2,860 shares — an estimated $204K sold.

Obermeyer Wealth Partners first reported a position in PYPL in Q1 2020 and held it in 11 quarters. The position peaked at $55M in Q2 2021. 1,963 funds tracked by Wall St. Rank hold PYPL as of Q1 2023.

Obermeyer Wealth Partners reported no remaining PayPal position as of Q1 2023 after selling out during the quarter.
Obermeyer Wealth Partners sold 2,860 PayPal shares in Q1 2023, an estimated $204K.
Obermeyer Wealth Partners first reported a position in PayPal in Q1 2020 and held it in 11 quarters.
Obermeyer Wealth Partners's PayPal position peaked at $55M in Q2 2021.
1,963 funds tracked by Wall St. Rank held PayPal as of Q1 2023.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2023, filed 9 May 2023.