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Strait & Sound Wealth Management’s PayPal PYPL Stock Holding History

Strait & Sound 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
Q3 		– Sell
-3,045
Closed -$203K – 135
2023
Q2 		$203K Sell
3,045
-322
-10% -$22K 0.2% 103
2023
Q1 		$256K Buy
3,367
+160
+5% +$12.3K 0.25% 93
2022
Q4 		$257K Buy
+3,207
New +$257K 0.28% 87

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
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Strait & Sound Wealth Management's PYPL Position: Q3 2023 in Review

Strait & Sound Wealth Management sold out of PayPal (PYPL) in Q3 2023, closing a stake of 3,045 shares — an estimated $203K sold.

Strait & Sound Wealth Management first reported a position in PYPL in Q4 2022 and held it in 3 quarters. The position peaked at $257K in Q4 2022. 1,763 funds tracked by Wall St. Rank hold PYPL as of Q3 2023.

  • Strait & Sound Wealth Management reported no remaining PayPal position as of Q3 2023 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 3,045 PayPal shares in Q3 2023, an estimated $203K.
  • Strait & Sound Wealth Management first reported a position in PayPal in Q4 2022 and held it in 3 quarters.
  • Strait & Sound Wealth Management's PayPal position peaked at $257K in Q4 2022.
  • 1,763 funds tracked by Wall St. Rank held PayPal as of Q3 2023.

Based on Strait & Sound Wealth Management's 13F filing for Q3 2023, filed 16 Nov 2023.