TFO Wealth Partners’s PayPal PYPL Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-292	Closed	-$19.5K	–	1054
2023 Q3	$19.5K	Hold	292	–	–	﹤0.01%	148
2023 Q2	$19.5K	Buy	+292	New	+$19.9K	﹤0.01%	138
2022 Q3	–	Sell	-23	Closed	-$2K	–	409
2022 Q2	$2K	Buy	+23	New	+$2K	﹤0.01%	346
2021 Q2	–	Sell	-500	Closed	-$121K	–	164
2021 Q1	$121K	Buy	+500	New	+$126K	0.04%	46
2020 Q3	–	Sell	-114	Closed	-$20K	–	179
2020 Q2	$20K	Buy	114 +70	+159%	+$9.67K	0.01%	64
2020 Q1	$4K	Buy	+44	New	+$4.86K	﹤0.01%	108

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

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

CFM

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

TFO Wealth Partners's PYPL Position: Q4 2023 in Review

TFO Wealth Partners sold out of PayPal (PYPL) in Q4 2023, closing a stake of 292 shares — an estimated $19.5K sold.

TFO Wealth Partners first reported a position in PYPL in Q1 2020 and held it in 6 quarters. The position peaked at $121K in Q1 2021. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

TFO Wealth Partners reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 292 PayPal shares in Q4 2023, an estimated $19.5K.
TFO Wealth Partners first reported a position in PayPal in Q1 2020 and held it in 6 quarters.
TFO Wealth Partners's PayPal position peaked at $121K in Q1 2021.
1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.