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Sound View Wealth Advisors’s PayPal PYPL Stock Holding History

Sound View Wealth 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
2019
Q1 		$233K Sell
2,240
-157
-7% -$14.9K 0.07% 222
2018
Q4 		$202K Buy
+2,397
New +$200K 0.07% 221

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sound View Wealth Advisors's PYPL Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its PayPal (PYPL) stake by 6.5% in Q1 2019, selling an estimated $14.9K and leaving 2,240 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #222.

Sound View Wealth Advisors first reported a position in PYPL in Q4 2018 and has held it in 2 quarters since. 1,642 funds tracked by Wall St. Rank hold PYPL as of Q1 2019.

  • Sound View Wealth Advisors held 2,240 shares of PayPal worth $233K as of Q1 2019.
  • Sound View Wealth Advisors sold 157 PayPal shares in Q1 2019, an estimated $14.9K.
  • PayPal made up 0.07% of Sound View Wealth Advisors's portfolio in Q1 2019, its #222 holding.
  • Sound View Wealth Advisors first reported a position in PayPal in Q4 2018 and has held it in 2 quarters since.
  • 1,642 funds tracked by Wall St. Rank held PayPal as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.