Palumbo Wealth Management’s PayPal PYPL Stock Holding History

Palumbo Wealth Management’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 Q2	–	Sell	-3,094	Closed	-$235K	–	110
2023 Q1	$235K	Sell	3,094 -419	-12%	-$32.3K	0.16%	84
2022 Q4	$250K	Sell	3,513 -384	-10%	-$30.7K	0.2%	73
2022 Q3	$335K	Buy	3,897 +197	+5%	+$17.5K	0.28%	63
2022 Q2	$258K	Buy	3,700 +676	+22%	+$58.6K	0.2%	73
2022 Q1	$350K	Sell	3,024 -89	-3%	-$11.8K	0.23%	69
2021 Q4	$587K	Sell	3,113 -209	-6%	-$45.2K	0.37%	57
2021 Q3	$864K	Sell	3,322 -126	-4%	-$35.7K	0.57%	34
2021 Q2	$1M	Sell	3,448 -143	-4%	-$37.8K	0.67%	33
2021 Q1	$872K	Buy	3,591 +26	+0.7%	+$6.57K	0.66%	35
2020 Q4	$835K	Buy	+3,565	New	+$739K	0.67%	27

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

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

Palumbo Wealth Management's PYPL Position: Q2 2023 in Review

Palumbo Wealth Management sold out of PayPal (PYPL) in Q2 2023, closing a stake of 3,094 shares — an estimated $235K sold.

Palumbo Wealth Management first reported a position in PYPL in Q4 2020 and held it in 10 quarters. The position peaked at $1M in Q2 2021. 1,878 funds tracked by Wall St. Rank hold PYPL as of Q2 2023.

Palumbo Wealth Management reported no remaining PayPal position as of Q2 2023 after selling out during the quarter.
Palumbo Wealth Management sold 3,094 PayPal shares in Q2 2023, an estimated $235K.
Palumbo Wealth Management first reported a position in PayPal in Q4 2020 and held it in 10 quarters.
Palumbo Wealth Management's PayPal position peaked at $1M in Q2 2021.
1,878 funds tracked by Wall St. Rank held PayPal as of Q2 2023.

Based on Palumbo Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.