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Summit Place Financial Advisors’s PayPal PYPL Stock Holding History

Summit Place Financial Advisors’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
2024
Q4 		– Sell
-4,800
Closed -$375K – 95
2024
Q3 		$375K Sell
4,800
-1,975
-29% -$132K 0.21% 77
2024
Q2 		$393K Sell
6,775
-325
-5% -$20.7K 0.23% 75
2024
Q1 		$476K Sell
7,100
-22,185
-76% -$1.36M 0.28% 71
2023
Q4 		$1.8M Buy
29,285
+1,925
+7% +$110K 1.18% 38
2023
Q3 		$1.6M Sell
27,360
-1,805
-6% -$118K 1.14% 43
2023
Q2 		$1.95M Buy
29,165
+4,340
+17% +$296K 1.26% 39
2023
Q1 		$1.89M Buy
24,825
+4,025
+19% +$310K 1.34% 37
2022
Q4 		$1.48M Buy
20,800
+7,860
+61% +$629K 1.22% 39
2022
Q3 		$1.11M Buy
12,940
+1,350
+12% +$120K 1.04% 38
2022
Q2 		$809K Sell
11,590
-225
-2% -$19.5K 0.68% 60
2022
Q1 		$1.37M Buy
11,815
+1,420
+14% +$189K 0.92% 50
2021
Q4 		$1.96M Buy
10,395
+2,723
+35% +$589K 1.35% 35
2021
Q3 		$2M Buy
7,672
+362
+5% +$103K 1.46% 31
2021
Q2 		$2.13M Sell
7,310
-575
-7% -$152K 1.57% 28
2021
Q1 		$1.92M Buy
7,885
+162
+2% +$40.9K 1.54% 25
2020
Q4 		$1.81M Buy
7,723
+320
+4% +$66.3K 1.57% 31
2020
Q3 		$1.46M Buy
+7,403
New +$1.39M 1.46% 31

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Summit Place Financial Advisors's PYPL Position: Q4 2024 in Review

Summit Place Financial Advisors sold out of PayPal (PYPL) in Q4 2024, closing a stake of 4,800 shares — an estimated $375K sold.

Summit Place Financial Advisors first reported a position in PYPL in Q3 2020 and held it in 17 quarters. The position peaked at $2.13M in Q2 2021. 2,008 funds tracked by Wall St. Rank hold PYPL as of Q4 2024.

  • Summit Place Financial Advisors reported no remaining PayPal position as of Q4 2024 after selling out during the quarter.
  • Summit Place Financial Advisors sold 4,800 PayPal shares in Q4 2024, an estimated $375K.
  • Summit Place Financial Advisors first reported a position in PayPal in Q3 2020 and held it in 17 quarters.
  • Summit Place Financial Advisors's PayPal position peaked at $2.13M in Q2 2021.
  • 2,008 funds tracked by Wall St. Rank held PayPal as of Q4 2024.

Based on Summit Place Financial Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.