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Secured Retirement Advisors’s PayPal PYPL Stock Holding History

Secured Retirement 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
2024
Q3 		– Sell
-4,208
Closed -$244K – 131
2024
Q2 		$244K Sell
4,208
-11,007
-72% -$700K 0.19% 104
2024
Q1 		$1.02M Sell
15,215
-1,614
-10% -$99.1K 0.86% 47
2023
Q4 		$1.03M Buy
+16,829
New +$964K 0.99% 42

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Secured Retirement Advisors's PYPL Position: Q3 2024 in Review

Secured Retirement Advisors sold out of PayPal (PYPL) in Q3 2024, closing a stake of 4,208 shares — an estimated $244K sold.

Secured Retirement Advisors first reported a position in PYPL in Q4 2023 and held it in 3 quarters. The position peaked at $1.03M in Q4 2023. 1,875 funds tracked by Wall St. Rank hold PYPL as of Q3 2024.

  • Secured Retirement Advisors reported no remaining PayPal position as of Q3 2024 after selling out during the quarter.
  • Secured Retirement Advisors sold 4,208 PayPal shares in Q3 2024, an estimated $244K.
  • Secured Retirement Advisors first reported a position in PayPal in Q4 2023 and held it in 3 quarters.
  • Secured Retirement Advisors's PayPal position peaked at $1.03M in Q4 2023.
  • 1,875 funds tracked by Wall St. Rank held PayPal as of Q3 2024.

Based on Secured Retirement Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.