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TrueWealth LLC’s PayPal PYPL Stock Holding History

TrueWealth LLC’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 		$404K Hold
2,321
– – 0.17% 80
2020
Q1 		$222K Hold
2,321
– – 0.11% 113
2019
Q4 		$251K Buy
2,321
+26
+1% +$2.71K 0.1% 117
2019
Q3 		$238K Hold
2,295
– – 0.1% 115
2019
Q2 		$263K Hold
2,295
– – 0.12% 108
2019
Q1 		$238K Hold
2,295
– – 0.11% 114
2018
Q4 		$193K Hold
2,295
– – 0.1% 129
2018
Q3 		$202K Hold
2,295
– – 0.09% 131
2018
Q2 		$191K Buy
2,295
+1,200
+110% +$95.6K 0.09% 136
2018
Q1 		$83K Sell
1,095
-351
-24% -$27.8K 0.04% 214
2017
Q4 		$106K Buy
+1,446
New +$105K 0.05% 202

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

TrueWealth LLC's PYPL Position: Q2 2020 in Review

TrueWealth LLC held its PayPal (PYPL) position steady in Q2 2020 at 2,321 shares worth $404K. The position accounts for 0.17% of the portfolio, ranked #80.

TrueWealth LLC first reported a position in PYPL in Q4 2017 and has held it in 11 quarters since. 2,060 funds tracked by Wall St. Rank hold PYPL as of Q2 2020.

  • TrueWealth LLC held 2,321 shares of PayPal worth $404K as of Q2 2020.
  • TrueWealth LLC left its PayPal share count unchanged in Q2 2020.
  • PayPal made up 0.17% of TrueWealth LLC's portfolio in Q2 2020, its #80 holding.
  • TrueWealth LLC first reported a position in PayPal in Q4 2017 and has held it in 11 quarters since.
  • 2,060 funds tracked by Wall St. Rank held PayPal as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.