Strategic Wealth Management Group’s PayPal PYPL Stock Holding History

Strategic Wealth Management 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
2021 Q2	$2.52M	Sell	8,640 -309	-3%	-$81.6K	0.92%	17
2021 Q1	$2.17M	Sell	8,949 -425	-5%	-$107K	0.83%	20
2020 Q4	$2.19M	Sell	9,374 -133	-1%	-$27.6K	0.95%	14
2020 Q3	$1.87M	Buy	9,507 +26	+0.3%	+$4.9K	0.91%	17
2020 Q2	$1.65M	Buy	9,481 +6	+0.1%	+$829	0.98%	19
2020 Q1	$907K	Sell	9,475 -878	-8%	-$96.9K	0.68%	27
2019 Q4	$1.12M	Sell	10,353 -63	-0.6%	-$6.57K	0.73%	25
2019 Q3	$1.08M	Buy	10,416 +50	+0.5%	+$5.51K	0.78%	24
2019 Q2	$1.19M	Buy	10,366 +648	+7%	+$71.8K	0.9%	21
2019 Q1	$1.01M	Sell	9,718 -48	-0.5%	-$4.54K	0.83%	22
2018 Q4	$821K	Buy	+9,766	New	+$813K	0.79%	25

Other funds holding PYPL

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Wealth Management Group's PYPL Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its PayPal (PYPL) stake by 3.5% in Q2 2021, selling an estimated $81.6K and leaving 8,640 shares worth $2.52M. The position accounts for 0.92% of the portfolio, ranked #17.

Strategic Wealth Management Group first reported a position in PYPL in Q4 2018 and has held it in 11 quarters since. 2,580 funds tracked by Wall St. Rank hold PYPL as of Q2 2021.

Strategic Wealth Management Group held 8,640 shares of PayPal worth $2.52M as of Q2 2021.
Strategic Wealth Management Group sold 309 PayPal shares in Q2 2021, an estimated $81.6K.
PayPal made up 0.92% of Strategic Wealth Management Group's portfolio in Q2 2021, its #17 holding.
Strategic Wealth Management Group first reported a position in PayPal in Q4 2018 and has held it in 11 quarters since.
2,580 funds tracked by Wall St. Rank held PayPal as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.