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Wealth Dimensions Group’s PayPal PYPL Stock Holding History

Wealth Dimensions 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
-1,263
Closed -$238K – 135
2021
Q4 		$238K Buy
1,263
+19
+2% +$4.11K 0.12% 119
2021
Q3 		$324K Buy
+1,244
New +$353K 0.21% 98

Other funds holding PYPL

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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 Dimensions Group's PYPL Position: Q1 2022 in Review

Wealth Dimensions Group sold out of PayPal (PYPL) in Q1 2022, closing a stake of 1,263 shares — an estimated $238K sold.

Wealth Dimensions Group first reported a position in PYPL in Q3 2021 and held it in 2 quarters. The position peaked at $324K in Q3 2021. 2,336 funds tracked by Wall St. Rank hold PYPL as of Q1 2022.

  • Wealth Dimensions Group reported no remaining PayPal position as of Q1 2022 after selling out during the quarter.
  • Wealth Dimensions Group sold 1,263 PayPal shares in Q1 2022, an estimated $238K.
  • Wealth Dimensions Group first reported a position in PayPal in Q3 2021 and held it in 2 quarters.
  • Wealth Dimensions Group's PayPal position peaked at $324K in Q3 2021.
  • 2,336 funds tracked by Wall St. Rank held PayPal as of Q1 2022.

Based on Wealth Dimensions Group's 13F filing for Q1 2022, filed 4 May 2022.