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Patriot Financial Group Insurance Agency’s PayPal PYPL Stock Holding History

Patriot Financial Group Insurance Agency’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
-5,616
Closed -$345K – 505
2023
Q4 		$345K Buy
5,616
+1,422
+34% +$81.5K 0.07% 306
2023
Q3 		$245K Buy
4,194
+752
+22% +$49K 0.05% 374
2023
Q2 		$230K Buy
3,442
+212
+7% +$14.5K 0.04% 396
2023
Q1 		$245K Buy
3,230
+29
+0.9% +$2.23K 0.05% 378
2022
Q4 		$228K Sell
3,201
-1,446
-31% -$116K 0.03% 367
2022
Q3 		$400K Buy
4,647
+417
+10% +$37K 0.1% 228
2022
Q2 		$295K Sell
4,230
-1,772
-30% -$154K 0.06% 306
2022
Q1 		$692K Sell
6,002
-4,780
-44% -$636K 0.12% 188
2021
Q4 		$2.03M Buy
10,782
+1,576
+17% +$341K 0.34% 51
2021
Q3 		$2.4M Sell
9,206
-1,617
-15% -$459K 0.42% 40
2021
Q2 		$3.15M Buy
10,823
+1,796
+20% +$474K 0.58% 26
2021
Q1 		$2.19M Sell
9,027
-338
-4% -$85.3K 0.5% 29
2020
Q4 		$2.19M Buy
9,365
+851
+10% +$176K 0.55% 26
2020
Q3 		$1.68M Buy
8,514
+357
+4% +$67.2K 0.55% 32
2020
Q2 		$1.42M Buy
8,157
+1,996
+32% +$276K 0.54% 36
2020
Q1 		$590K Buy
6,161
+4,650
+308% +$513K 0.27% 74
2019
Q4 		$163K Buy
1,511
+207
+16% +$21.6K 0.06% 250
2019
Q3 		$135K Buy
1,304
+116
+10% +$12.8K 0.06% 266
2019
Q2 		$138K Buy
1,188
+106
+10% +$11.7K 0.06% 249
2019
Q1 		$112K Buy
1,082
+294
+37% +$27.8K 0.06% 250
2018
Q4 		$66K Sell
788
-74
-9% -$6.16K 0.04% 276
2018
Q3 		$76K Buy
862
+250
+41% +$22K 0.05% 242
2018
Q2 		$51K Sell
612
-69
-10% -$5.5K 0.05% 183
2018
Q1 		$51K Hold
681
– – 0.04% 308
2017
Q4 		$54K Buy
681
+104
+18% +$7.52K 0.04% 283
2017
Q3 		$38K Hold
577
– – 0.03% 298
2017
Q2 		$32K Sell
577
-311
-35% -$15.3K 0.03% 315
2017
Q1 		$38K Sell
888
-100
-10% -$4.18K 0.04% 263
2016
Q4 		$41K Buy
+988
New +$39.7K 0.06% 250

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PYPL Position: Q1 2024 in Review

Patriot Financial Group Insurance Agency sold out of PayPal (PYPL) in Q1 2024, closing a stake of 5,616 shares — an estimated $345K sold.

Patriot Financial Group Insurance Agency first reported a position in PYPL in Q4 2016 and held it in 29 quarters. The position peaked at $3.15M in Q2 2021. 1,790 funds tracked by Wall St. Rank hold PYPL as of Q1 2024.

  • Patriot Financial Group Insurance Agency reported no remaining PayPal position as of Q1 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,616 PayPal shares in Q1 2024, an estimated $345K.
  • Patriot Financial Group Insurance Agency first reported a position in PayPal in Q4 2016 and held it in 29 quarters.
  • Patriot Financial Group Insurance Agency's PayPal position peaked at $3.15M in Q2 2021.
  • 1,790 funds tracked by Wall St. Rank held PayPal as of Q1 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2024, filed 30 Apr 2024.