Walled Lake Planning & Wealth Management’s PayPal PYPL Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q4	–	Sell	-138	Closed	-$36K	–	267
2021 Q3	$36K	Hold	138	–	–	0.02%	182
2021 Q2	$40K	Hold	138	–	–	0.03%	166
2021 Q1	$34K	Hold	138	–	–	0.02%	164
2020 Q4	$32K	Hold	138	–	–	0.02%	152
2020 Q3	$27K	Hold	138	–	–	0.02%	157
2020 Q2	$24K	Hold	138	–	–	0.02%	145
2020 Q1	$13K	Hold	138	–	–	0.01%	170
2019 Q4	$15K	Buy	+138	New	+$14.4K	0.01%	176

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

Walled Lake Planning & Wealth Management's PYPL Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of PayPal (PYPL) in Q4 2021, closing a stake of 138 shares — an estimated $36K sold.

Walled Lake Planning & Wealth Management first reported a position in PYPL in Q4 2019 and held it in 8 quarters. The position peaked at $40K in Q2 2021. 2,607 funds tracked by Wall St. Rank hold PYPL as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining PayPal position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 138 PayPal shares in Q4 2021, an estimated $36K.
Walled Lake Planning & Wealth Management first reported a position in PayPal in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's PayPal position peaked at $40K in Q2 2021.
2,607 funds tracked by Wall St. Rank held PayPal as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.