Wade Financial Advisory’s PayPal PYPL Stock Holding History

Wade Financial Advisory’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
2022 Q4	–	Sell	-2,715	Closed	-$234K	–	77
2022 Q3	$234K	Buy	+2,715	New	+$241K	0.12%	70
2022 Q1	–	Sell	-1,698	Closed	-$320K	–	83
2021 Q4	$320K	Sell	1,698 -125	-7%	-$27K	0.17%	60
2021 Q3	$474K	Sell	1,823 -90	-5%	-$25.5K	0.27%	47
2021 Q2	$558K	Sell	1,913 -79	-4%	-$20.9K	0.31%	46
2021 Q1	$484K	Sell	1,992 -105	-5%	-$26.5K	0.31%	44
2020 Q4	$491K	Sell	2,097 -115	-5%	-$23.8K	0.33%	44
2020 Q3	$436K	Sell	2,212 -140	-6%	-$26.4K	0.34%	45
2020 Q2	$410K	Sell	2,352 -108	-4%	-$14.9K	0.35%	46
2020 Q1	$236K	Sell	2,460 -220	-8%	-$24.3K	0.24%	55
2019 Q4	$290K	Buy	+2,680	New	+$279K	0.26%	52

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Wade Financial Advisory's PYPL Position: Q4 2022 in Review

Wade Financial Advisory sold out of PayPal (PYPL) in Q4 2022, closing a stake of 2,715 shares — an estimated $234K sold.

Wade Financial Advisory first reported a position in PYPL in Q4 2019 and held it in 10 quarters. The position peaked at $558K in Q2 2021. 2,009 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

Wade Financial Advisory reported no remaining PayPal position as of Q4 2022 after selling out during the quarter.
Wade Financial Advisory sold 2,715 PayPal shares in Q4 2022, an estimated $234K.
Wade Financial Advisory first reported a position in PayPal in Q4 2019 and held it in 10 quarters.
Wade Financial Advisory's PayPal position peaked at $558K in Q2 2021.
2,009 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on Wade Financial Advisory's 13F filing for Q4 2022, filed 13 Jan 2023.