One Charles Private Wealth Services’s PayPal PYPL Stock Holding History

One Charles Private Wealth 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
2022 Q1	–	Sell	-1,516	Closed	-$286K	–	120
2021 Q4	$286K	Sell	1,516 -19	-1%	-$4.11K	0.16%	98
2021 Q3	$399K	Hold	1,535	–	–	0.23%	66
2021 Q2	$447K	Buy	+1,535	New	+$405K	0.3%	60
2020 Q3	–	Sell	-1,550	Closed	-$300K	–	74
2020 Q2	$300K	Buy	+1,550	New	+$214K	0.16%	69

Other funds holding PYPL

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

One Charles Private Wealth Services's PYPL Position: Q1 2022 in Review

One Charles Private Wealth Services sold out of PayPal (PYPL) in Q1 2022, closing a stake of 1,516 shares — an estimated $286K sold.

One Charles Private Wealth Services first reported a position in PYPL in Q2 2020 and held it in 4 quarters. The position peaked at $447K in Q2 2021. 2,336 funds tracked by Wall St. Rank hold PYPL as of Q1 2022.

One Charles Private Wealth Services reported no remaining PayPal position as of Q1 2022 after selling out during the quarter.
One Charles Private Wealth Services sold 1,516 PayPal shares in Q1 2022, an estimated $286K.
One Charles Private Wealth Services first reported a position in PayPal in Q2 2020 and held it in 4 quarters.
One Charles Private Wealth Services's PayPal position peaked at $447K in Q2 2021.
2,336 funds tracked by Wall St. Rank held PayPal as of Q1 2022.

Based on One Charles Private Wealth Services's 13F filing for Q1 2022, filed 2 May 2022.