Wealth Effects’s PayPal PYPL Stock Holding History

Wealth Effects’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
2023 Q2	–	Sell	-3,843	Closed	-$292K	–	209
2023 Q1	$292K	Buy	3,843 +450	+13%	+$34.7K	0.15%	138
2022 Q4	$242K	Sell	3,393 -609	-15%	-$48.7K	0.14%	150
2022 Q3	$344K	Sell	4,002 -273	-6%	-$24.2K	0.21%	103
2022 Q2	$299K	Sell	4,275 -1,643	-28%	-$143K	0.18%	122
2022 Q1	$684K	Sell	5,918 -2,590	-30%	-$345K	0.32%	68
2021 Q4	$1.6M	Buy	+8,508	New	+$1.84M	0.67%	36

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Effects's PYPL Position: Q2 2023 in Review

Wealth Effects sold out of PayPal (PYPL) in Q2 2023, closing a stake of 3,843 shares — an estimated $292K sold.

Wealth Effects first reported a position in PYPL in Q4 2021 and held it in 6 quarters. The position peaked at $1.6M in Q4 2021. 1,878 funds tracked by Wall St. Rank hold PYPL as of Q2 2023.

Wealth Effects reported no remaining PayPal position as of Q2 2023 after selling out during the quarter.
Wealth Effects sold 3,843 PayPal shares in Q2 2023, an estimated $292K.
Wealth Effects first reported a position in PayPal in Q4 2021 and held it in 6 quarters.
Wealth Effects's PayPal position peaked at $1.6M in Q4 2021.
1,878 funds tracked by Wall St. Rank held PayPal as of Q2 2023.

Based on Wealth Effects's 13F filing for Q2 2023, filed 18 Jul 2023.