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Rockbridge Investment Management’s PayPal PYPL Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-499
Closed -$30.6K – 500
2023
Q4 		$30.6K Buy
+499
New +$28.6K ﹤0.01% 287
2022
Q3 		– Sell
-138
Closed -$9.64K – 476
2022
Q2 		$9.64K Sell
138
-106
-43% -$9.2K ﹤0.01% 372
2022
Q1 		$28.5K Sell
244
-875
-78% -$116K ﹤0.01% 375
2021
Q4 		$211K Buy
1,119
+158
+16% +$34.2K 0.03% 176
2021
Q3 		$250K Buy
961
+100
+12% +$28.4K 0.04% 126
2021
Q2 		$251K Hold
861
– – 0.04% 130
2021
Q1 		$209K Buy
861
+45
+6% +$11.4K 0.04% 131
2020
Q4 		$191K Hold
816
– – 0.04% 137
2020
Q3 		$161K Buy
816
+776
+1,940% +$146K 0.04% 140
2020
Q2 		$7K Buy
+40
New +$5.53K ﹤0.01% 464

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rockbridge Investment Management's PYPL Position: Q1 2024 in Review

Rockbridge Investment Management sold out of PayPal (PYPL) in Q1 2024, closing a stake of 499 shares — an estimated $30.6K sold.

Rockbridge Investment Management first reported a position in PYPL in Q2 2020 and held it in 10 quarters. The position peaked at $251K in Q2 2021. 1,793 funds tracked by Wall St. Rank hold PYPL as of Q1 2024.

  • Rockbridge Investment Management reported no remaining PayPal position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 499 PayPal shares in Q1 2024, an estimated $30.6K.
  • Rockbridge Investment Management first reported a position in PayPal in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's PayPal position peaked at $251K in Q2 2021.
  • 1,793 funds tracked by Wall St. Rank held PayPal as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.