WAAG
PYPL icon

Wealth Alliance Advisory Group’s PayPal PYPL Stock Holding History

Wealth Alliance 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
2022
Q1 		– Sell
-2,277
Closed -$429K – 169
2021
Q4 		$429K Buy
2,277
+848
+59% +$183K 0.19% 91
2021
Q3 		$372K Buy
1,429
+139
+11% +$39.4K 0.18% 88
2021
Q2 		$376K Buy
1,290
+34
+3% +$8.98K 0.18% 91
2021
Q1 		$305K Buy
+1,256
New +$317K 0.16% 102

Other funds holding PYPL

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealth Alliance Advisory Group's PYPL Position: Q1 2022 in Review

Wealth Alliance Advisory Group sold out of PayPal (PYPL) in Q1 2022, closing a stake of 2,277 shares — an estimated $429K sold.

Wealth Alliance Advisory Group first reported a position in PYPL in Q1 2021 and held it in 4 quarters. The position peaked at $429K in Q4 2021. 2,337 funds tracked by Wall St. Rank hold PYPL as of Q1 2022.

  • Wealth Alliance Advisory Group reported no remaining PayPal position as of Q1 2022 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 2,277 PayPal shares in Q1 2022, an estimated $429K.
  • Wealth Alliance Advisory Group first reported a position in PayPal in Q1 2021 and held it in 4 quarters.
  • Wealth Alliance Advisory Group's PayPal position peaked at $429K in Q4 2021.
  • 2,337 funds tracked by Wall St. Rank held PayPal as of Q1 2022.

Based on Wealth Alliance Advisory Group's 13F filing for Q1 2022, filed 18 Apr 2022.