Wallace Advisory Group’s PayPal PYPL Stock Holding History

Wallace Advisory Group’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 Q2	–	Sell	-11,595	Closed	-$712K	–	191
2024 Q1	$712K	Sell	11,595 -5,277	-31%	-$324K	0.53%	47
2023 Q4	$986K	Sell	16,872 -899	-5%	-$51.5K	0.77%	30
2023 Q3	$1.19M	Buy	17,771 +6,266	+54%	+$408K	0.85%	27
2023 Q2	$874K	Hold	11,505	–	–	0.66%	35
2023 Q1	$874K	Buy	11,505 +4,384	+62%	+$338K	0.66%	35
2022 Q4	$507K	Buy	+7,121	New	+$570K	0.4%	62

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wallace Advisory Group's PYPL Position: Q2 2024 in Review

Wallace Advisory Group sold out of PayPal (PYPL) in Q2 2024, closing a stake of 11,595 shares — an estimated $712K sold.

Wallace Advisory Group first reported a position in PYPL in Q4 2022 and held it in 6 quarters. The position peaked at $1.19M in Q3 2023. 1,745 funds tracked by Wall St. Rank hold PYPL as of Q2 2024.

Wallace Advisory Group reported no remaining PayPal position as of Q2 2024 after selling out during the quarter.
Wallace Advisory Group sold 11,595 PayPal shares in Q2 2024, an estimated $712K.
Wallace Advisory Group first reported a position in PayPal in Q4 2022 and held it in 6 quarters.
Wallace Advisory Group's PayPal position peaked at $1.19M in Q3 2023.
1,745 funds tracked by Wall St. Rank held PayPal as of Q2 2024.

Based on Wallace Advisory Group's 13F filing for Q2 2024, filed 15 Aug 2024.