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Transform Wealth’s PayPal PYPL Stock Holding History

Transform 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
2020
Q2 		– Sell
-21,627
Closed -$2.07M – 235
2020
Q1 		$2.07M Buy
21,627
+942
+5% +$104K 0.44% 79
2019
Q4 		$2.24M Sell
20,685
-155
-0.7% -$16.2K 0.35% 87
2019
Q3 		$2.16M Sell
20,840
-4,783
-19% -$527K 0.38% 86
2019
Q2 		$2.93M Buy
+25,623
New +$2.84M 0.43% 79

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Transform Wealth's PYPL Position: Q2 2020 in Review

Transform Wealth sold out of PayPal (PYPL) in Q2 2020, closing a stake of 21,627 shares — an estimated $2.07M sold.

Transform Wealth first reported a position in PYPL in Q2 2019 and held it in 4 quarters. The position peaked at $2.93M in Q2 2019. 2,059 funds tracked by Wall St. Rank hold PYPL as of Q2 2020.

  • Transform Wealth reported no remaining PayPal position as of Q2 2020 after selling out during the quarter.
  • Transform Wealth sold 21,627 PayPal shares in Q2 2020, an estimated $2.07M.
  • Transform Wealth first reported a position in PayPal in Q2 2019 and held it in 4 quarters.
  • Transform Wealth's PayPal position peaked at $2.93M in Q2 2019.
  • 2,059 funds tracked by Wall St. Rank held PayPal as of Q2 2020.

Based on Transform Wealth's 13F filing for Q2 2020, filed 22 Jul 2020.