Pinnacle Wealth Management’s PayPal PYPL Stock Holding History

Pinnacle 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 Q4	–	Sell	-21,838	Closed	-$1.28M	–	44
2023 Q3	$1.28M	Buy	21,838 +266	+1%	+$17.3K	1.55%	34
2023 Q2	$1.44M	Buy	+21,572	New	+$1.47M	1.45%	38
2022 Q4	$1.54M	Sell	21,674 -3,418	-14%	-$274K	1.86%	31
2022 Q3	$2.16M	Sell	25,092 -204	-0.8%	-$18.1K	2.62%	6
2022 Q2	$1.77M	Sell	25,296 -2,075	-8%	-$180K	2.48%	17
2022 Q1	$3.17M	Buy	27,371 +9,979	+57%	+$1.33M	3.7%	3
2021 Q4	$3.28M	Buy	+17,392	New	+$3.76M	2.81%	8

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Pinnacle Wealth Management's PYPL Position: Q4 2023 in Review

Pinnacle Wealth Management sold out of PayPal (PYPL) in Q4 2023, closing a stake of 21,838 shares — an estimated $1.28M sold.

Pinnacle Wealth Management first reported a position in PYPL in Q4 2021 and held it in 7 quarters. The position peaked at $3.28M in Q4 2021. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

Pinnacle Wealth Management reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
Pinnacle Wealth Management sold 21,838 PayPal shares in Q4 2023, an estimated $1.28M.
Pinnacle Wealth Management first reported a position in PayPal in Q4 2021 and held it in 7 quarters.
Pinnacle Wealth Management's PayPal position peaked at $3.28M in Q4 2021.
1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on Pinnacle Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.