Surience Private Wealth’s PayPal PYPL Stock Holding History

Surience Private Wealth’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
2025 Q1	–	Sell	-51,524	Closed	-$4.4M	–	34
2024 Q4	$4.4M	Sell	51,524 -2,626	-5%	-$221K	5.68%	8
2024 Q3	$4.23M	Buy	+54,150	New	+$3.62M	4.32%	5
2024 Q2	–	Sell	-34,299	Closed	-$2.3M	–	38
2024 Q1	$2.3M	Sell	34,299 -29,008	-46%	-$1.78M	2.18%	18
2023 Q4	$3.89M	Buy	63,307 +16,960	+37%	+$971K	3.95%	13
2023 Q3	$2.71M	Buy	+46,347	New	+$3.02M	5.25%	8

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Surience Private Wealth's PYPL Position: Q1 2025 in Review

Surience Private Wealth sold out of PayPal (PYPL) in Q1 2025, closing a stake of 51,524 shares — an estimated $4.4M sold.

Surience Private Wealth first reported a position in PYPL in Q3 2023 and held it in 5 quarters. The position peaked at $4.4M in Q4 2024. 1,888 funds tracked by Wall St. Rank hold PYPL as of Q1 2025.

Surience Private Wealth reported no remaining PayPal position as of Q1 2025 after selling out during the quarter.
Surience Private Wealth sold 51,524 PayPal shares in Q1 2025, an estimated $4.4M.
Surience Private Wealth first reported a position in PayPal in Q3 2023 and held it in 5 quarters.
Surience Private Wealth's PayPal position peaked at $4.4M in Q4 2024.
1,888 funds tracked by Wall St. Rank held PayPal as of Q1 2025.

Based on Surience Private Wealth's 13F filing for Q1 2025, filed 24 Apr 2025.