TCI Wealth Advisors’s PayPal PYPL Stock Holding History

TCI Wealth 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
2021 Q4	–	Sell	-2,500	Closed	-$651K	–	2470
2021 Q3	$651K	Hold	2,500	–	–	0.1%	91
2021 Q2	$729K	Buy	2,500 +1,000	+67%	+$264K	0.12%	83
2021 Q1	$364K	Buy	+1,500	New	+$379K	0.15%	124
2018 Q4	–	Sell	-500	Closed	-$44K	–	1604
2018 Q3	$44K	Buy	+500	New	+$44K	0.02%	365

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

TCI Wealth Advisors's PYPL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of PayPal (PYPL) in Q2 2023, closing a stake of 2,386 shares — an estimated $181K sold.

TCI Wealth Advisors first reported a position in PYPL in Q3 2015 and held it in 31 quarters. The position peaked at $604K in Q2 2021. 1,879 funds tracked by Wall St. Rank hold PYPL as of Q2 2023.

TCI Wealth Advisors reported no remaining PayPal position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 2,386 PayPal shares in Q2 2023, an estimated $181K.
TCI Wealth Advisors first reported a position in PayPal in Q3 2015 and held it in 31 quarters.
TCI Wealth Advisors's PayPal position peaked at $604K in Q2 2021.
1,879 funds tracked by Wall St. Rank held PayPal as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.