OFG
PYPL icon

Oxford Financial Group’s PayPal PYPL Stock Holding History

Oxford Financial Group’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
-3,775
Closed -$252K – 285
2023
Q2 		$252K Buy
3,775
+806
+27% +$54.9K 0.02% 200
2023
Q1 		$225K Sell
2,969
-423
-12% -$32.6K 0.03% 177
2022
Q4 		$242K Buy
3,392
+549
+19% +$43.9K 0.03% 176
2022
Q3 		$245K Sell
2,843
-802
-22% -$71.1K 0.04% 156
2022
Q2 		$255K Buy
3,645
+449
+14% +$39K 0.04% 163
2022
Q1 		$370K Buy
3,196
+150
+5% +$20K 0.05% 140
2021
Q4 		$574K Buy
3,046
+138
+5% +$29.9K 0.06% 112
2021
Q3 		$757K Sell
2,908
-513
-15% -$146K 0.1% 85
2021
Q2 		$997K Hold
3,421
– – 0.13% 74
2021
Q1 		$831K Sell
3,421
-63
-2% -$15.9K 0.12% 78
2020
Q4 		$816K Buy
3,484
+26
+0.8% +$5.39K 0.12% 76
2020
Q3 		$681K Buy
3,458
+37
+1% +$6.97K 0.11% 79
2020
Q2 		$596K Sell
3,421
-414
-11% -$57.2K 0.1% 86
2020
Q1 		$367K Buy
+3,835
New +$423K 0.07% 104

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

Oxford Financial Group's PYPL Position: Q3 2023 in Review

Oxford Financial Group sold out of PayPal (PYPL) in Q3 2023, closing a stake of 3,775 shares — an estimated $252K sold.

Oxford Financial Group first reported a position in PYPL in Q1 2020 and held it in 14 quarters. The position peaked at $997K in Q2 2021. 1,763 funds tracked by Wall St. Rank hold PYPL as of Q3 2023.

  • Oxford Financial Group reported no remaining PayPal position as of Q3 2023 after selling out during the quarter.
  • Oxford Financial Group sold 3,775 PayPal shares in Q3 2023, an estimated $252K.
  • Oxford Financial Group first reported a position in PayPal in Q1 2020 and held it in 14 quarters.
  • Oxford Financial Group's PayPal position peaked at $997K in Q2 2021.
  • 1,763 funds tracked by Wall St. Rank held PayPal as of Q3 2023.

Based on Oxford Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.