SVA Wealth Management’s PayPal PYPL Stock Holding History

SVA Wealth Management’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
2020 Q4	$4.42M	Sell	18,872 -1,206	-6%	-$250K	0.39%	54
2020 Q3	$3.96M	Buy	20,078 +113	+0.6%	+$21.3K	0.39%	57
2020 Q2	$3.48M	Sell	19,965 -35	-0.2%	-$4.84K	0.37%	59
2020 Q1	$1.92M	Buy	20,000 +2,079	+12%	+$230K	0.22%	79
2019 Q4	$1.94M	Sell	17,921 -3,680	-17%	-$384K	0.18%	98
2019 Q3	$2.24M	Buy	21,601 +68	+0.3%	+$7.49K	0.22%	89
2019 Q2	$2.46M	Sell	21,533 -15,649	-42%	-$1.73M	0.24%	81
2019 Q1	$3.86M	Buy	37,182 +1,884	+5%	+$178K	0.37%	59
2018 Q4	$2.97M	Buy	35,298 +8,896	+34%	+$741K	0.33%	70
2018 Q3	$2.32M	Buy	+26,402	New	+$2.32M	0.24%	86

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CFM

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

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

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

SVA Wealth Management's PYPL Position: Q4 2020 in Review

SVA Wealth Management reduced its PayPal (PYPL) stake by 6% in Q4 2020, selling an estimated $250K and leaving 18,872 shares worth $4.42M. The position accounts for 0.39% of the portfolio, ranked #54.

SVA Wealth Management first reported a position in PYPL in Q3 2018 and has held it in 10 quarters since. 2,441 funds tracked by Wall St. Rank hold PYPL as of Q4 2020.

SVA Wealth Management held 18,872 shares of PayPal worth $4.42M as of Q4 2020.
SVA Wealth Management sold 1,206 PayPal shares in Q4 2020, an estimated $250K.
PayPal made up 0.39% of SVA Wealth Management's portfolio in Q4 2020, its #54 holding.
SVA Wealth Management first reported a position in PayPal in Q3 2018 and has held it in 10 quarters since.
2,441 funds tracked by Wall St. Rank held PayPal as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.