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Stonebridge Financial Planning Group’s PayPal PYPL Stock Holding History

Stonebridge Financial Planning Group’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
2022
Q1 		– Sell
-350
Closed -$57K – 302
2021
Q4 		$57K Sell
350
-140
-29% -$30.3K 0.03% 206
2021
Q3 		$113K Sell
490
-13
-3% -$3.69K 0.06% 154
2021
Q2 		$152K Hold
503
– – 0.08% 136
2021
Q1 		$135K Buy
503
+240
+91% +$60.6K 0.08% 134
2020
Q4 		$62K Hold
263
– – 0.04% 180
2020
Q3 		$54K Sell
263
-12
-4% -$2.26K 0.04% 176
2020
Q2 		$49K Hold
275
– – 0.04% 183
2020
Q1 		$29K Buy
275
+250
+1,000% +$27.6K 0.03% 210
2019
Q4 		$3K Buy
+25
New +$2.6K ﹤0.01% 340

Other funds holding PYPL

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Stonebridge Financial Planning Group's PYPL Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of PayPal (PYPL) in Q1 2022, closing a stake of 350 shares — an estimated $57K sold.

Stonebridge Financial Planning Group first reported a position in PYPL in Q4 2019 and held it in 9 quarters. The position peaked at $152K in Q2 2021. 2,336 funds tracked by Wall St. Rank hold PYPL as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining PayPal position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 350 PayPal shares in Q1 2022, an estimated $57K.
  • Stonebridge Financial Planning Group first reported a position in PayPal in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's PayPal position peaked at $152K in Q2 2021.
  • 2,336 funds tracked by Wall St. Rank held PayPal as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.