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TrinityPoint Wealth’s PayPal PYPL Stock Holding History

TrinityPoint 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
2024
Q4 		$368K Sell
4,311
-193
-4% -$16.2K 0.05% 250
2024
Q3 		$351K Buy
4,504
+415
+10% +$27.8K 0.05% 249
2024
Q2 		$237K Buy
4,089
+43
+1% +$2.73K 0.04% 283
2024
Q1 		$271K Sell
4,046
-20,486
-84% -$1.26M 0.04% 260
2023
Q4 		$1.51M Sell
24,532
-8,123
-25% -$465K 0.27% 91
2023
Q3 		$1.91M Sell
32,655
-7,537
-19% -$491K 0.38% 73
2023
Q2 		$2.68M Buy
40,192
+1,760
+5% +$120K 0.52% 51
2023
Q1 		$2.92M Buy
38,432
+358
+0.9% +$27.6K 0.63% 37
2022
Q4 		$2.71M Buy
38,074
+3,247
+9% +$260K 0.62% 40
2022
Q3 		$3M Sell
34,827
-107
-0.3% -$9.49K 0.69% 32
2022
Q2 		$2.44M Sell
34,934
-28,875
-45% -$2.5M 0.54% 51
2022
Q1 		$7.38M Sell
63,809
-33,722
-35% -$4.49M 1.34% 17
2021
Q4 		$18.4M Buy
97,531
+13,214
+16% +$2.86M 3.27% 5
2021
Q3 		$21.9M Buy
84,317
+729
+0.9% +$207K 4.2% 3
2021
Q2 		$24.4M Buy
83,588
+945
+1% +$250K 4.98% 2
2021
Q1 		$20.1M Sell
82,643
-899
-1% -$227K 4.67% 2
2020
Q4 		$20.1M Sell
83,542
-824
-1% -$171K 4.84% 3
2020
Q3 		$16.6M Sell
84,366
-9,142
-10% -$1.72M 4.62% 3
2020
Q2 		$16.3M Sell
93,508
-3,059
-3% -$423K 5.16% 3
2020
Q1 		$9.24M Buy
96,567
+15,561
+19% +$1.72M 3.66% 4
2019
Q4 		$8.76M Buy
81,006
+834
+1% +$86.9K 2.96% 7
2019
Q3 		$8.24M Sell
80,172
-352
-0.4% -$38.8K 2.87% 6
2019
Q2 		$9.77M Sell
80,524
-1,367
-2% -$152K 4.68% 3
2019
Q1 		$8.5M Buy
81,891
+3,366
+4% +$319K 4.18% 4
2018
Q4 		$6.6M Buy
+78,525
New +$6.54M 4.06% 4

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
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TrinityPoint Wealth's PYPL Position: Q4 2024 in Review

TrinityPoint Wealth reduced its PayPal (PYPL) stake by 4.3% in Q4 2024, selling an estimated $16.2K and leaving 4,311 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #250.

TrinityPoint Wealth first reported a position in PYPL in Q4 2018 and has held it in 25 quarters since. The position peaked at $24.4M in Q2 2021. 2,008 funds tracked by Wall St. Rank hold PYPL as of Q4 2024.

  • TrinityPoint Wealth held 4,311 shares of PayPal worth $368K as of Q4 2024.
  • TrinityPoint Wealth sold 193 PayPal shares in Q4 2024, an estimated $16.2K.
  • PayPal made up 0.05% of TrinityPoint Wealth's portfolio in Q4 2024, its #250 holding.
  • TrinityPoint Wealth first reported a position in PayPal in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's PayPal position peaked at $24.4M in Q2 2021.
  • 2,008 funds tracked by Wall St. Rank held PayPal as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.