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Source Financial Advisors’s PayPal PYPL Stock Holding History

Source Financial 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
2021
Q3 		– Sell
-716
Closed -$208K – 108
2021
Q2 		$208K Buy
+716
New +$189K 0.05% 103

Other funds holding PYPL

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Source Financial Advisors's PYPL Position: Q3 2021 in Review

Source Financial Advisors sold out of PayPal (PYPL) in Q3 2021, closing a stake of 716 shares — an estimated $208K sold.

Source Financial Advisors first reported a position in PYPL in Q2 2021 and held it in 1 quarter. The position peaked at $208K in Q2 2021. 2,526 funds tracked by Wall St. Rank hold PYPL as of Q3 2021.

  • Source Financial Advisors reported no remaining PayPal position as of Q3 2021 after selling out during the quarter.
  • Source Financial Advisors sold 716 PayPal shares in Q3 2021, an estimated $208K.
  • Source Financial Advisors first reported a position in PayPal in Q2 2021 and held it in 1 quarter.
  • Source Financial Advisors's PayPal position peaked at $208K in Q2 2021.
  • 2,526 funds tracked by Wall St. Rank held PayPal as of Q3 2021.

Based on Source Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.