Sendero Wealth Management’s PayPal PYPL Stock Holding History

Sendero Wealth 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
2023 Q4	–	Sell	-32,054	Closed	-$1.87M	–	155
2023 Q3	$1.87M	Sell	32,054 -11,824	-27%	-$770K	0.4%	52
2023 Q2	$2.93M	Buy	43,878 +1,466	+3%	+$99.9K	0.64%	35
2023 Q1	$3.22M	Buy	42,412 +13,644	+47%	+$1.05M	0.99%	18
2022 Q4	$2.05M	Buy	28,768 +2,462	+9%	+$197K	0.73%	22
2022 Q3	$2.26M	Buy	26,306 +13,452	+105%	+$1.19M	0.94%	13
2022 Q2	$898K	Sell	12,854 -4,139	-24%	-$359K	0.86%	34
2022 Q1	$1.97M	Sell	16,993 -204	-1%	-$27.1K	0.91%	12
2021 Q4	$3.24M	Buy	+17,197	New	+$3.72M	1.44%	11

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

Sendero Wealth Management's PYPL Position: Q4 2023 in Review

Sendero Wealth Management sold out of PayPal (PYPL) in Q4 2023, closing a stake of 32,054 shares — an estimated $1.87M sold.

Sendero Wealth Management first reported a position in PYPL in Q4 2021 and held it in 8 quarters. The position peaked at $3.24M in Q4 2021. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

Sendero Wealth Management reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
Sendero Wealth Management sold 32,054 PayPal shares in Q4 2023, an estimated $1.87M.
Sendero Wealth Management first reported a position in PayPal in Q4 2021 and held it in 8 quarters.
Sendero Wealth Management's PayPal position peaked at $3.24M in Q4 2021.
1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on Sendero Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.