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Schwarz Dygos Wheeler Investment Advisors’s PayPal PYPL Stock Holding History

Schwarz Dygos Wheeler Investment 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
2023
Q2 		– Sell
-2,792
Closed -$212K – 144
2023
Q1 		$212K Buy
+2,792
New +$215K 0.08% 128
2022
Q4 		– Sell
-2,592
Closed -$223K – 135
2022
Q3 		$223K Buy
+2,592
New +$230K 0.1% 103
2022
Q2 		– Sell
-2,669
Closed -$309K – 144
2022
Q1 		$309K Hold
2,669
– – 0.1% 107
2021
Q4 		$503K Buy
2,669
+16
+0.6% +$3.46K 0.17% 83
2021
Q3 		$690K Buy
2,653
+37
+1% +$10.5K 0.25% 66
2021
Q2 		$763K Sell
2,616
-10
-0.4% -$2.64K 0.28% 64
2021
Q1 		$638K Buy
2,626
+68
+3% +$17.2K 0.26% 63
2020
Q4 		$599K Buy
2,558
+64
+3% +$13.3K 0.29% 54
2020
Q3 		$491K Buy
2,494
+10
+0.4% +$1.88K 0.28% 61
2020
Q2 		$426K Buy
2,484
+149
+6% +$20.6K 0.28% 58
2020
Q1 		$224K Sell
2,335
-500
-18% -$55.2K 0.19% 70
2019
Q4 		$307K Sell
2,835
-41
-1% -$4.27K 0.21% 64
2019
Q3 		$298K Sell
2,876
-2
-0.1% -$220 0.24% 64
2019
Q2 		$329K Sell
2,878
-32
-1% -$3.55K 0.27% 61
2019
Q1 		$302K Buy
2,910
+10
+0.3% +$947 0.26% 60
2018
Q4 		$244K Buy
+2,900
New +$242K 0.26% 57

Other funds holding PYPL

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
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's PYPL Position: Q2 2023 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of PayPal (PYPL) in Q2 2023, closing a stake of 2,792 shares — an estimated $212K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in PYPL in Q4 2018 and held it in 16 quarters. The position peaked at $763K in Q2 2021. 1,879 funds tracked by Wall St. Rank hold PYPL as of Q2 2023.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining PayPal position as of Q2 2023 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 2,792 PayPal shares in Q2 2023, an estimated $212K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in PayPal in Q4 2018 and held it in 16 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's PayPal position peaked at $763K in Q2 2021.
  • 1,879 funds tracked by Wall St. Rank held PayPal as of Q2 2023.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.