Triangle Securities Wealth Management’s PayPal PYPL Stock Holding History

Triangle Securities 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
2023 Q4	–	Sell	-5,307	Closed	-$310K	–	193
2023 Q3	$310K	Sell	5,307 -1,740	-25%	-$113K	0.11%	164
2023 Q2	$470K	Sell	7,047 -1,010	-13%	-$68.9K	0.16%	138
2023 Q1	$612K	Buy	8,057 +580	+8%	+$44.7K	0.22%	121
2022 Q4	$533K	Sell	7,477 -4,715	-39%	-$377K	0.2%	127
2022 Q3	$1.05M	Sell	12,192 -2,755	-18%	-$244K	0.43%	68
2022 Q2	$1.04M	Sell	14,947 -285	-2%	-$24.7K	0.41%	73
2022 Q1	$1.76M	Buy	+15,232	New	+$2.03M	0.59%	55
2021 Q3	–	Sell	-727	Closed	-$212K	–	176
2021 Q2	$212K	Buy	+727	New	+$192K	0.07%	172

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

Triangle Securities Wealth Management's PYPL Position: Q4 2023 in Review

Triangle Securities Wealth Management sold out of PayPal (PYPL) in Q4 2023, closing a stake of 5,307 shares — an estimated $310K sold.

Triangle Securities Wealth Management first reported a position in PYPL in Q2 2021 and held it in 8 quarters. The position peaked at $1.76M in Q1 2022. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

Triangle Securities Wealth Management reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
Triangle Securities Wealth Management sold 5,307 PayPal shares in Q4 2023, an estimated $310K.
Triangle Securities Wealth Management first reported a position in PayPal in Q2 2021 and held it in 8 quarters.
Triangle Securities Wealth Management's PayPal position peaked at $1.76M in Q1 2022.
1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.