Palo Alto Wealth Advisors’s PayPal PYPL Stock Holding History

Palo Alto Wealth Advisors’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
2024 Q1	–	Sell	-7,129	Closed	-$438K	–	43
2023 Q4	$438K	Buy	+7,129	New	+$408K	0.33%	29

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

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

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

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

Palo Alto Wealth Advisors's PYPL Position: Q1 2024 in Review

Palo Alto Wealth Advisors sold out of PayPal (PYPL) in Q1 2024, closing a stake of 7,129 shares — an estimated $438K sold.

Palo Alto Wealth Advisors first reported a position in PYPL in Q4 2023 and held it in 1 quarter. The position peaked at $438K in Q4 2023. 1,790 funds tracked by Wall St. Rank hold PYPL as of Q1 2024.

Palo Alto Wealth Advisors reported no remaining PayPal position as of Q1 2024 after selling out during the quarter.
Palo Alto Wealth Advisors sold 7,129 PayPal shares in Q1 2024, an estimated $438K.
Palo Alto Wealth Advisors first reported a position in PayPal in Q4 2023 and held it in 1 quarter.
Palo Alto Wealth Advisors's PayPal position peaked at $438K in Q4 2023.
1,790 funds tracked by Wall St. Rank held PayPal as of Q1 2024.

Based on Palo Alto Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.