Regent Peak Wealth Advisors’s PayPal PYPL Stock Holding History

Regent Peak Wealth Advisors’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 Q4	–	Sell	-2,460	Closed	-$211K	–	164
2022 Q3	$211K	Buy	+2,460	New	+$218K	0.07%	140
2022 Q2	–	Sell	-3,940	Closed	-$456K	–	170
2022 Q1	$456K	Buy	3,940 +294	+8%	+$39.1K	0.13%	93
2021 Q4	$688K	Sell	3,646 -280	-7%	-$60.6K	0.19%	74
2021 Q3	$1.02M	Sell	3,926 -91	-2%	-$25.8K	0.29%	57
2021 Q2	$1.11M	Buy	4,017 +285	+8%	+$75.3K	0.31%	57
2021 Q1	$906K	Sell	3,732 -45	-1%	-$11.4K	0.3%	58
2020 Q4	$885K	Buy	3,777 +420	+13%	+$87K	0.3%	60
2020 Q3	$661K	Buy	3,357 +227	+7%	+$42.8K	0.28%	61
2020 Q2	$545K	Buy	+3,130	New	+$433K	0.25%	64

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Regent Peak Wealth Advisors's PYPL Position: Q4 2022 in Review

Regent Peak Wealth Advisors sold out of PayPal (PYPL) in Q4 2022, closing a stake of 2,460 shares — an estimated $211K sold.

Regent Peak Wealth Advisors first reported a position in PYPL in Q2 2020 and held it in 9 quarters. The position peaked at $1.11M in Q2 2021. 2,009 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

Regent Peak Wealth Advisors reported no remaining PayPal position as of Q4 2022 after selling out during the quarter.
Regent Peak Wealth Advisors sold 2,460 PayPal shares in Q4 2022, an estimated $211K.
Regent Peak Wealth Advisors first reported a position in PayPal in Q2 2020 and held it in 9 quarters.
Regent Peak Wealth Advisors's PayPal position peaked at $1.11M in Q2 2021.
2,009 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.