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Spartan Planning & Wealth Management’s PayPal PYPL Stock Holding History

Spartan Planning & 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 		$33.7K Buy
549
+545
+13,625% +$31.2K 0.04% 151
2023
Q3 		$234 Buy
+4
New +$260 ﹤0.01% 140

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
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spartan Planning & Wealth Management's PYPL Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its PayPal (PYPL) stake by 13,625% in Q4 2023, buying an estimated $31.2K and bringing the position to 549 shares worth $33.7K. The position accounts for 0.04% of the portfolio, ranked #151.

Spartan Planning & Wealth Management first reported a position in PYPL in Q3 2023 and has held it in 2 quarters since. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

  • Spartan Planning & Wealth Management held 549 shares of PayPal worth $33.7K as of Q4 2023.
  • Spartan Planning & Wealth Management bought 545 PayPal shares in Q4 2023, an estimated $31.2K.
  • PayPal made up 0.04% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #151 holding.
  • Spartan Planning & Wealth Management first reported a position in PayPal in Q3 2023 and has held it in 2 quarters since.
  • 1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.