TruWealth Advisors’s PayPal PYPL Stock Holding History

TruWealth Advisors’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	-97,972	Closed	-$5.73M	–	159
2023 Q3	$5.73M	Buy	97,972 +3,454	+4%	+$225K	0.49%	50
2023 Q2	$6.31M	Buy	94,518 +25,342	+37%	+$1.73M	0.54%	47
2023 Q1	$5.25M	Buy	69,176 +4,905	+8%	+$378K	0.48%	50
2022 Q4	$4.58M	Buy	64,271 +5,036	+9%	+$403K	0.45%	49
2022 Q3	$5.1M	Buy	59,235 +9,025	+18%	+$800K	0.54%	42
2022 Q2	$3.51M	Buy	50,210 +4,776	+11%	+$414K	0.38%	44
2022 Q1	$5.25M	Buy	45,434 +37,170	+450%	+$4.95M	0.55%	39
2021 Q4	$1.56M	Buy	8,264 +1,234	+18%	+$267K	0.16%	57
2021 Q3	$1.83M	Buy	7,030 +472	+7%	+$134K	0.2%	49
2021 Q2	$1.91M	Buy	6,558 +312	+5%	+$82.4K	0.22%	46
2021 Q1	$1.52M	Buy	6,246 +30	+0.5%	+$7.58K	0.21%	46
2020 Q4	$1.46M	Buy	+6,216	New	+$1.29M	0.22%	43

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

TruWealth Advisors's PYPL Position: Q4 2023 in Review

TruWealth Advisors sold out of PayPal (PYPL) in Q4 2023, closing a stake of 97,972 shares — an estimated $5.73M sold.

TruWealth Advisors first reported a position in PYPL in Q4 2020 and held it in 12 quarters. The position peaked at $6.31M in Q2 2023. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

TruWealth Advisors reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
TruWealth Advisors sold 97,972 PayPal shares in Q4 2023, an estimated $5.73M.
TruWealth Advisors first reported a position in PayPal in Q4 2020 and held it in 12 quarters.
TruWealth Advisors's PayPal position peaked at $6.31M in Q2 2023.
1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on TruWealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.