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Okabena Investment Services’s PayPal PYPL Stock Holding History

Okabena Investment Services’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
-11,498
Closed -$819K – 238
2022
Q4 		$819K Buy
+11,498
New +$920K 0.54% 52
2021
Q1 		– Sell
-5,247
Closed -$1.23M – 78
2020
Q4 		$1.23M Sell
5,247
-1,717
-25% -$356K 0.72% 33
2020
Q3 		$1.37M Buy
6,964
+2,175
+45% +$410K 1.05% 30
2020
Q2 		$834K Buy
+4,789
New +$662K 0.73% 46

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Okabena Investment Services's PYPL Position: Q1 2023 in Review

Okabena Investment Services sold out of PayPal (PYPL) in Q1 2023, closing a stake of 11,498 shares — an estimated $819K sold.

Okabena Investment Services first reported a position in PYPL in Q2 2020 and held it in 4 quarters. The position peaked at $1.37M in Q3 2020. 1,963 funds tracked by Wall St. Rank hold PYPL as of Q1 2023.

  • Okabena Investment Services reported no remaining PayPal position as of Q1 2023 after selling out during the quarter.
  • Okabena Investment Services sold 11,498 PayPal shares in Q1 2023, an estimated $819K.
  • Okabena Investment Services first reported a position in PayPal in Q2 2020 and held it in 4 quarters.
  • Okabena Investment Services's PayPal position peaked at $1.37M in Q3 2020.
  • 1,963 funds tracked by Wall St. Rank held PayPal as of Q1 2023.

Based on Okabena Investment Services's 13F filing for Q1 2023, filed 15 May 2023.