Strategic Wealth Investment Group’s PayPal PYPL Stock Holding History

Strategic Wealth Investment 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
2023 Q4	$225K	Sell	3,663 -16,639	-82%	-$953K	0.03%	122
2023 Q3	$1.19M	Sell	20,302 -593	-3%	-$38.6K	0.22%	55
2023 Q2	$1.39M	Buy	20,895 +6,662	+47%	+$454K	0.22%	65
2023 Q1	$1.08M	Buy	14,233 +9,499	+201%	+$732K	0.2%	68
2022 Q4	$366K	Buy	4,734 +2,149	+83%	+$172K	0.08%	84
2022 Q3	$222K	Buy	+2,585	New	+$229K	0.06%	102
2021 Q4	–	Sell	-831	Closed	-$219K	–	100
2021 Q3	$219K	Sell	831 -126	-13%	-$35.7K	0.07%	76
2021 Q2	$279K	Buy	+957	New	+$253K	0.1%	70

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Wealth Investment Group's PYPL Position: Q4 2023 in Review

Strategic Wealth Investment Group reduced its PayPal (PYPL) stake by 82% in Q4 2023, selling an estimated $953K and leaving 3,663 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #122.

Strategic Wealth Investment Group first reported a position in PYPL in Q2 2021 and has held it in 8 quarters since. The position peaked at $1.39M in Q2 2023. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

Strategic Wealth Investment Group held 3,663 shares of PayPal worth $225K as of Q4 2023.
Strategic Wealth Investment Group sold 16,639 PayPal shares in Q4 2023, an estimated $953K.
PayPal made up 0.03% of Strategic Wealth Investment Group's portfolio in Q4 2023, its #122 holding.
Strategic Wealth Investment Group first reported a position in PayPal in Q2 2021 and has held it in 8 quarters since.
Strategic Wealth Investment Group's PayPal position peaked at $1.39M in Q2 2023.
1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2023, filed 16 Jan 2024.