RVW Wealth’s PayPal PYPL Stock Holding History

RVW Wealth’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 Q4	–	Sell	-1,042	Closed	-$60.9K	–	313
2023 Q3	$60.9K	Buy	+1,042	New	+$67.9K	0.01%	211
2022 Q2	–	Sell	-1,958	Closed	-$226K	–	141
2022 Q1	$226K	Buy	1,958 +135	+7%	+$18K	0.03%	124
2021 Q4	$344K	Buy	1,823 +203	+13%	+$43.9K	0.04%	106
2021 Q3	$0	Hold	1,620	–	–	﹤0.01%	113
2021 Q2	$0	Hold	1,620	–	–	﹤0.01%	105
2021 Q1	$1M	Hold	1,620	–	–	0.13%	94
2020 Q4	$1M	Buy	1,620 +550	+51%	+$114K	0.15%	84
2020 Q3	$211K	Buy	+1,070	New	+$202K	0.04%	92

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RVW Wealth's PYPL Position: Q4 2023 in Review

RVW Wealth sold out of PayPal (PYPL) in Q4 2023, closing a stake of 1,042 shares — an estimated $60.9K sold.

RVW Wealth first reported a position in PYPL in Q3 2020 and held it in 8 quarters. The position peaked at $1M in Q1 2021. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

RVW Wealth reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 1,042 PayPal shares in Q4 2023, an estimated $60.9K.
RVW Wealth first reported a position in PayPal in Q3 2020 and held it in 8 quarters.
RVW Wealth's PayPal position peaked at $1M in Q1 2021.
1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.