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WealthPLAN Partners’s PayPal PYPL Stock Holding History

WealthPLAN 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
Q3 		– Sell
-1,817
Closed -$121K – 936
2023
Q2 		$121K Sell
1,817
-2,246
-55% -$153K 0.02% 367
2023
Q1 		$309K Sell
4,063
-238
-6% -$18.3K 0.04% 249
2022
Q4 		$332K Buy
+4,301
New +$344K 0.02% 297
2022
Q1 		$475K Buy
5,405
+661
+14% +$88K 0.03% 257
2021
Q4 		$816K Sell
4,744
-55
-1% -$11.9K 0.05% 194
2021
Q3 		$917K Buy
4,799
+148
+3% +$42K 0.06% 175
2021
Q2 		$1.29M Sell
4,651
-64
-1% -$16.9K 0.09% 132
2021
Q1 		$1.18M Sell
4,715
-177
-4% -$44.7K 0.09% 131
2020
Q4 		$1.32M Sell
4,892
-50
-1% -$10.4K 0.11% 119
2020
Q3 		$935K Sell
4,942
-15
-0.3% -$2.83K 0.09% 132
2020
Q2 		$957K Buy
4,957
+36
+0.7% +$4.97K 0.1% 122
2020
Q1 		$711K Buy
4,921
+1,374
+39% +$152K 0.09% 125
2019
Q4 		$420K Buy
3,547
+103
+3% +$10.7K 0.05% 172
2019
Q3 		$352K Buy
3,444
+185
+6% +$20.4K 0.05% 170
2019
Q2 		$345K Buy
3,259
+136
+4% +$15.1K 0.05% 169
2019
Q1 		$348K Hold
3,123
– – 0.05% 186
2018
Q4 		$297K Sell
3,123
-851
-21% -$70.9K 0.05% 195
2018
Q3 		$309K Sell
3,974
-705
-15% -$62.1K 0.06% 185
2018
Q2 		$389K Sell
4,679
-6
-0.1% -$478 0.08% 169
2018
Q1 		$355K Buy
4,685
+858
+22% +$68.1K 0.08% 182
2017
Q4 		$282K Sell
3,827
-20
-0.5% -$1.45K 0.08% 164
2017
Q3 		$246K Buy
+3,847
New +$230K 0.07% 163
2016
Q3 		$31.3K Sell
768
-2,664
-78% -$102K 0.01% 408
2016
Q2 		$100K Buy
+3,432
New +$131K 0.01% 611
2015
Q4 		$113K Buy
+4,068
New +$144K 0.02% 382

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

WealthPLAN Partners's PYPL Position: Q3 2023 in Review

WealthPLAN Partners sold out of PayPal (PYPL) in Q3 2023, closing a stake of 1,817 shares — an estimated $121K sold.

WealthPLAN Partners first reported a position in PYPL in Q4 2015 and held it in 25 quarters. The position peaked at $1.32M in Q4 2020. 1,765 funds tracked by Wall St. Rank hold PYPL as of Q3 2023.

  • WealthPLAN Partners reported no remaining PayPal position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,817 PayPal shares in Q3 2023, an estimated $121K.
  • WealthPLAN Partners first reported a position in PayPal in Q4 2015 and held it in 25 quarters.
  • WealthPLAN Partners's PayPal position peaked at $1.32M in Q4 2020.
  • 1,765 funds tracked by Wall St. Rank held PayPal as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.