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ProVise Management Group’s PayPal PYPL Stock Holding History

ProVise Management 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
2022
Q2 		– Sell
-2,763
Closed -$320K – 363
2022
Q1 		$320K Buy
2,763
+1,088
+65% +$145K 0.03% 279
2021
Q4 		$316K Sell
1,675
-1,178
-41% -$255K 0.03% 296
2021
Q3 		$742K Sell
2,853
-57
-2% -$16.2K 0.07% 202
2021
Q2 		$848K Buy
2,910
+1,213
+71% +$320K 0.09% 185
2021
Q1 		$412K Buy
1,697
+448
+36% +$113K 0.04% 237
2020
Q4 		$293K Buy
+1,249
New +$259K 0.03% 270
2017
Q3 		– Sell
-24,983
Closed -$1.34M – 335
2017
Q2 		$1.34M Sell
24,983
-277
-1% -$13.6K 0.2% 125
2017
Q1 		$1.09M Sell
25,260
-150
-0.6% -$6.28K 0.17% 134
2016
Q4 		$1M Sell
25,410
-1,800
-7% -$72.4K 0.17% 142
2016
Q3 		$1.11M Sell
27,210
-4,575
-14% -$176K 0.19% 137
2016
Q2 		$1.16M Sell
31,785
-958
-3% -$36.6K 0.21% 123
2016
Q1 		$1.26M Sell
32,743
-3,380
-9% -$122K 0.26% 104
2015
Q4 		$1.31M Sell
36,123
-125
-0.3% -$4.41K 0.27% 106
2015
Q3 		$1.13M Buy
+36,248
New +$1.3M 0.26% 108

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ProVise Management Group's PYPL Position: Q2 2022 in Review

ProVise Management Group sold out of PayPal (PYPL) in Q2 2022, closing a stake of 2,763 shares — an estimated $320K sold.

ProVise Management Group first reported a position in PYPL in Q3 2015 and held it in 14 quarters. The position peaked at $1.34M in Q2 2017. 2,030 funds tracked by Wall St. Rank hold PYPL as of Q2 2022.

  • ProVise Management Group reported no remaining PayPal position as of Q2 2022 after selling out during the quarter.
  • ProVise Management Group sold 2,763 PayPal shares in Q2 2022, an estimated $320K.
  • ProVise Management Group first reported a position in PayPal in Q3 2015 and held it in 14 quarters.
  • ProVise Management Group's PayPal position peaked at $1.34M in Q2 2017.
  • 2,030 funds tracked by Wall St. Rank held PayPal as of Q2 2022.

Based on ProVise Management Group's 13F filing for Q2 2022, filed 8 Aug 2022.