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WealthPlan Investment Management’s PayPal PYPL Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-90
Closed -$6.01K – 297
2023
Q2 		$6.01K Buy
90
+38
+73% +$2.59K ﹤0.01% 292
2023
Q1 		$3.95K Sell
52
-4,249
-99% -$327K ﹤0.01% 375
2022
Q4 		$342K Sell
4,301
-492
-10% -$39.4K 0.02% 296
2022
Q3 		$357K Buy
+4,793
New +$425K 0.03% 284
2022
Q1 		$475K Buy
+5,405
New +$719K 0.03% 257

Other funds holding PYPL

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

WealthPlan Investment Management's PYPL Position: Q3 2023 in Review

WealthPlan Investment Management sold out of PayPal (PYPL) in Q3 2023, closing a stake of 90 shares — an estimated $6.01K sold.

WealthPlan Investment Management first reported a position in PYPL in Q1 2022 and held it in 5 quarters. The position peaked at $475K in Q1 2022. 1,763 funds tracked by Wall St. Rank hold PYPL as of Q3 2023.

  • WealthPlan Investment Management reported no remaining PayPal position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 90 PayPal shares in Q3 2023, an estimated $6.01K.
  • WealthPlan Investment Management first reported a position in PayPal in Q1 2022 and held it in 5 quarters.
  • WealthPlan Investment Management's PayPal position peaked at $475K in Q1 2022.
  • 1,763 funds tracked by Wall St. Rank held PayPal as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.