Sage Private Wealth Group’s PayPal PYPL Stock Holding History

Sage Private Wealth 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 Q4	–	Sell	-951	Closed	-$82K	–	147
2022 Q3	$82K	Hold	951	–	–	0.11%	70
2022 Q2	$66K	Buy	951 +117	+14%	+$10.2K	0.09%	73
2022 Q1	$96K	Buy	834 +223	+36%	+$29.7K	0.09%	71
2021 Q4	$115K	Buy	611 +108	+21%	+$23.4K	0.14%	61
2021 Q3	$131K	Buy	503 +7	+1%	+$1.99K	0.18%	55
2021 Q2	$145K	Sell	496 -59	-11%	-$15.6K	0.2%	55
2021 Q1	$135K	Sell	555 -14	-2%	-$3.54K	0.23%	55
2020 Q4	$133K	Buy	+569	New	+$118K	0.37%	47

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

Sage Private Wealth Group's PYPL Position: Q4 2022 in Review

Sage Private Wealth Group sold out of PayPal (PYPL) in Q4 2022, closing a stake of 951 shares — an estimated $82K sold.

Sage Private Wealth Group first reported a position in PYPL in Q4 2020 and held it in 8 quarters. The position peaked at $145K in Q2 2021. 2,009 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

Sage Private Wealth Group reported no remaining PayPal position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 951 PayPal shares in Q4 2022, an estimated $82K.
Sage Private Wealth Group first reported a position in PayPal in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's PayPal position peaked at $145K in Q2 2021.
2,009 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.