Summit Wealth Group’s PayPal PYPL Stock Holding History

Summit Wealth 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 Q2	–	Sell	-31,667	Closed	–	–	213
2023 Q1	$0	Buy	+31,667	New	+$2.44M	﹤0.01%	238
2021 Q3	–	Sell	-589	Closed	-$172K	–	179
2021 Q2	$172K	Sell	589 -45	-7%	-$11.9K	0.26%	26
2021 Q1	$154K	Buy	+634	New	+$160K	0.25%	21

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

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Summit Wealth Group's PYPL Position: Q2 2023 in Review

Summit Wealth Group sold out of PayPal (PYPL) in Q2 2023, closing a stake of 31,667 shares.

Summit Wealth Group first reported a position in PYPL in Q1 2021 and held it in 3 quarters. The position peaked at $172K in Q2 2021. 1,878 funds tracked by Wall St. Rank hold PYPL as of Q2 2023.

Summit Wealth Group reported no remaining PayPal position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 31,667 PayPal shares in Q2 2023.
Summit Wealth Group first reported a position in PayPal in Q1 2021 and held it in 3 quarters.
Summit Wealth Group's PayPal position peaked at $172K in Q2 2021.
1,878 funds tracked by Wall St. Rank held PayPal as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.