Polaris Wealth Advisory Group’s PayPal PYPL Stock Holding History

Polaris Wealth Advisory 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
2023 Q1	–	Sell	-18,287	Closed	-$1.44M	–	185
2022 Q4	$1.44M	Sell	18,287 -148,718	-89%	-$11.9M	0.11%	104
2022 Q3	$14.1M	Buy	167,005 +141,892	+565%	+$12.6M	1.17%	29
2022 Q2	$1.75M	Buy	+25,113	New	+$2.18M	0.14%	78
2021 Q4	–	Sell	-829	Closed	-$218K	–	193
2021 Q3	$218K	Sell	829 -30,991	-97%	-$8.79M	0.01%	159
2021 Q2	$9.2M	Buy	31,820 +789	+3%	+$208K	0.55%	55
2021 Q1	$8.28M	Buy	31,031 +5,573	+22%	+$1.41M	0.53%	59
2020 Q4	$6.17M	Buy	25,458 +5,378	+27%	+$1.11M	0.46%	67
2020 Q3	$3.95M	Buy	+20,080	New	+$3.78M	0.37%	73
2018 Q4	–	Sell	-795	Closed	-$70K	–	373
2018 Q3	$70K	Buy	+795	New	+$70K	﹤0.01%	222
2018 Q2	–	Sell	-795	Closed	-$60K	–	384
2018 Q1	$60K	Buy	+795	New	+$63.1K	﹤0.01%	207

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

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

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Polaris Wealth Advisory Group's PYPL Position: Q1 2023 in Review

Polaris Wealth Advisory Group sold out of PayPal (PYPL) in Q1 2023, closing a stake of 18,287 shares — an estimated $1.44M sold.

Polaris Wealth Advisory Group first reported a position in PYPL in Q1 2018 and held it in 10 quarters. The position peaked at $14.1M in Q3 2022. 1,962 funds tracked by Wall St. Rank hold PYPL as of Q1 2023.

Polaris Wealth Advisory Group reported no remaining PayPal position as of Q1 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 18,287 PayPal shares in Q1 2023, an estimated $1.44M.
Polaris Wealth Advisory Group first reported a position in PayPal in Q1 2018 and held it in 10 quarters.
Polaris Wealth Advisory Group's PayPal position peaked at $14.1M in Q3 2022.
1,962 funds tracked by Wall St. Rank held PayPal as of Q1 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2023, filed 3 May 2023.