PWM
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PRW Wealth Management’s PayPal PYPL Stock Holding History

PRW 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
2021
Q3 		– Sell
-7,016
Closed -$2.04M – 242
2021
Q2 		$2.04M Buy
+7,016
New +$1.85M 0.6% 44
2021
Q1 		– Sell
-941
Closed -$220K – 100
2020
Q4 		$220K Buy
+941
New +$195K 0.12% 85
2019
Q2 		– Sell
-693
Closed -$72K – 523
2019
Q1 		$72K Hold
693
– – 0.07% 109
2018
Q4 		$58K Buy
+693
New +$57.7K 0.07% 123

Other funds holding PYPL

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

PRW Wealth Management's PYPL Position: Q3 2021 in Review

PRW Wealth Management sold out of PayPal (PYPL) in Q3 2021, closing a stake of 7,016 shares — an estimated $2.04M sold.

PRW Wealth Management first reported a position in PYPL in Q4 2018 and held it in 4 quarters. The position peaked at $2.04M in Q2 2021. 2,526 funds tracked by Wall St. Rank hold PYPL as of Q3 2021.

  • PRW Wealth Management reported no remaining PayPal position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 7,016 PayPal shares in Q3 2021, an estimated $2.04M.
  • PRW Wealth Management first reported a position in PayPal in Q4 2018 and held it in 4 quarters.
  • PRW Wealth Management's PayPal position peaked at $2.04M in Q2 2021.
  • 2,526 funds tracked by Wall St. Rank held PayPal as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.