SFP
PYPL icon

Sterling Financial Planning’s PayPal PYPL Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-300
Closed -$78K – 317
2021
Q3 		$78K Hold
300
– – 0.05% 148
2021
Q2 		$87K Hold
300
– – 0.06% 128
2021
Q1 		$73K Buy
300
+200
+200% +$50.5K 0.05% 129
2020
Q4 		$23K Buy
+100
New +$20.7K 0.02% 206

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Financial Planning's PYPL Position: Q4 2021 in Review

Sterling Financial Planning sold out of PayPal (PYPL) in Q4 2021, closing a stake of 300 shares — an estimated $78K sold.

Sterling Financial Planning first reported a position in PYPL in Q4 2020 and held it in 4 quarters. The position peaked at $87K in Q2 2021. 2,608 funds tracked by Wall St. Rank hold PYPL as of Q4 2021.

  • Sterling Financial Planning reported no remaining PayPal position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 300 PayPal shares in Q4 2021, an estimated $78K.
  • Sterling Financial Planning first reported a position in PayPal in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's PayPal position peaked at $87K in Q2 2021.
  • 2,608 funds tracked by Wall St. Rank held PayPal as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.