Wealth Management Partners’s PayPal PYPL Stock Holding History

Wealth Management Partners’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 Q4	–	Sell	-7,112	Closed	-$416K	–	124
2023 Q3	$416K	Buy	7,112 +469	+7%	+$30.5K	0.26%	73
2023 Q2	$443K	Sell	6,643 -37	-0.6%	-$2.52K	0.28%	67
2023 Q1	$507K	Sell	6,680 -320	-5%	-$24.6K	0.35%	60
2022 Q4	$464K	Hold	7,000	–	–	0.39%	56
2022 Q3	$586K	Buy	7,000 +1,000	+17%	+$88.7K	0.52%	49
2022 Q2	$414K	Buy	6,000 +1,000	+20%	+$86.8K	0.36%	57
2022 Q1	$614K	Hold	5,000	–	–	0.44%	51
2021 Q4	$844K	Buy	5,000 +942	+23%	+$204K	0.58%	42
2021 Q3	$1.06M	Buy	4,058 +65	+2%	+$18.4K	0.78%	33
2021 Q2	$1.16M	Buy	3,993 +47	+1%	+$12.4K	0.81%	31
2021 Q1	$1.01M	Buy	3,946 +482	+14%	+$122K	0.75%	40
2020 Q4	$835K	Buy	+3,464	New	+$718K	0.65%	43

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealth Management Partners's PYPL Position: Q4 2023 in Review

Wealth Management Partners sold out of PayPal (PYPL) in Q4 2023, closing a stake of 7,112 shares — an estimated $416K sold.

Wealth Management Partners first reported a position in PYPL in Q4 2020 and held it in 12 quarters. The position peaked at $1.16M in Q2 2021. 1,839 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

Wealth Management Partners reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
Wealth Management Partners sold 7,112 PayPal shares in Q4 2023, an estimated $416K.
Wealth Management Partners first reported a position in PayPal in Q4 2020 and held it in 12 quarters.
Wealth Management Partners's PayPal position peaked at $1.16M in Q2 2021.
1,839 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on Wealth Management Partners's 13F filing for Q4 2023, filed 10 Jan 2024.