Peterson Financial Group’s PayPal PYPL Stock Holding History

Peterson 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
2024 Q3	$2.42K	Buy	+31	New	+$2.07K	0.01%	360
2023 Q1	–	Sell	-5,057	Closed	-$360K	–	63
2022 Q4	$360K	Sell	5,057 -2,917	-37%	-$233K	0.48%	59
2022 Q3	$686K	Sell	7,974 -4,141	-34%	-$367K	0.67%	53
2022 Q2	$846K	Buy	12,115 +2,532	+26%	+$220K	0.8%	49
2022 Q1	$1.11M	Buy	9,583 +2,217	+30%	+$295K	0.92%	46
2021 Q4	$1.39M	Buy	+7,366	New	+$1.59M	1.13%	36

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Peterson Financial Group's PYPL Position: Q3 2024 in Review

Peterson Financial Group opened a new position in PayPal (PYPL) in Q3 2024: 31 shares worth $2.42K. The stake represents 0.01% of the portfolio and ranks #360 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in PYPL as recently as Q4 2022.

Peterson Financial Group first reported a position in PYPL in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.39M in Q4 2021. 1,876 funds tracked by Wall St. Rank hold PYPL as of Q3 2024.

Peterson Financial Group held 31 shares of PayPal worth $2.42K as of Q3 2024.
PayPal was a new Peterson Financial Group position in Q3 2024.
PayPal made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #360 holding.
Peterson Financial Group first reported a position in PayPal in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's PayPal position peaked at $1.39M in Q4 2021.
1,876 funds tracked by Wall St. Rank held PayPal as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.