Tilia Fiduciary Partners’s PayPal PYPL Stock Holding History

Tilia Fiduciary 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 Q3	–	Sell	-230	Closed	-$15.3K	–	382
2023 Q2	$15.3K	Sell	230 -3,271	-93%	-$223K	0.01%	328
2023 Q1	$266K	Sell	3,501 -1,813	-34%	-$140K	0.25%	90
2022 Q4	$378K	Buy	5,314 +179	+3%	+$14.3K	0.36%	76
2022 Q3	$427K	Buy	5,135 +639	+14%	+$56.7K	0.43%	69
2022 Q2	$321K	Buy	4,496 +353	+9%	+$30.6K	0.31%	79
2022 Q1	$479K	Buy	4,143 +354	+9%	+$47.1K	0.41%	68
2021 Q4	$715K	Buy	+3,789	New	+$820K	0.57%	54

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Tilia Fiduciary Partners's PYPL Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of PayPal (PYPL) in Q3 2023, closing a stake of 230 shares — an estimated $15.3K sold.

Tilia Fiduciary Partners first reported a position in PYPL in Q4 2021 and held it in 7 quarters. The position peaked at $715K in Q4 2021. 1,763 funds tracked by Wall St. Rank hold PYPL as of Q3 2023.

Tilia Fiduciary Partners reported no remaining PayPal position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 230 PayPal shares in Q3 2023, an estimated $15.3K.
Tilia Fiduciary Partners first reported a position in PayPal in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's PayPal position peaked at $715K in Q4 2021.
1,763 funds tracked by Wall St. Rank held PayPal as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.