PFG Private Wealth Management’s PayPal PYPL Stock Holding History

PFG Private 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	-150	Closed	-$11.4K	–	292
2023 Q1	$11.4K	Hold	150	–	–	0.01%	196
2022 Q4	$11K	Hold	150	–	–	0.01%	186
2022 Q3	$13K	Buy	+150	New	+$13.3K	0.01%	171
2022 Q2	–	Sell	-150	Closed	-$17K	–	329
2022 Q1	$17K	Sell	150 -174	-54%	-$23.2K	0.01%	181
2021 Q4	$61K	Buy	324 +34	+12%	+$7.36K	0.03%	152
2021 Q3	$75K	Buy	+290	New	+$82.3K	0.04%	113

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

PFG Private Wealth Management's PYPL Position: Q2 2023 in Review

PFG Private Wealth Management sold out of PayPal (PYPL) in Q2 2023, closing a stake of 150 shares — an estimated $11.4K sold.

PFG Private Wealth Management first reported a position in PYPL in Q3 2021 and held it in 6 quarters. The position peaked at $75K in Q3 2021. 1,878 funds tracked by Wall St. Rank hold PYPL as of Q2 2023.

PFG Private Wealth Management reported no remaining PayPal position as of Q2 2023 after selling out during the quarter.
PFG Private Wealth Management sold 150 PayPal shares in Q2 2023, an estimated $11.4K.
PFG Private Wealth Management first reported a position in PayPal in Q3 2021 and held it in 6 quarters.
PFG Private Wealth Management's PayPal position peaked at $75K in Q3 2021.
1,878 funds tracked by Wall St. Rank held PayPal as of Q2 2023.

Based on PFG Private Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.