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WealthSource Partners’s PayPal PYPL Stock Holding History

WealthSource 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
2022
Q4 		– Sell
-2,448
Closed -$211K – 523
2022
Q3 		$211K Sell
2,448
-1,394
-36% -$124K 0.02% 456
2022
Q2 		$268K Sell
3,842
-593
-13% -$51.4K 0.02% 424
2022
Q1 		$513K Buy
4,435
+919
+26% +$122K 0.03% 338
2021
Q4 		$663K Buy
3,516
+650
+23% +$141K 0.05% 263
2021
Q3 		$746K Sell
2,866
-423
-13% -$120K 0.07% 212
2021
Q2 		$959K Buy
3,289
+88
+3% +$23.2K 0.09% 173
2021
Q1 		$777K Buy
3,201
+509
+19% +$129K 0.08% 187
2020
Q4 		$630K Buy
2,692
+214
+9% +$44.3K 0.07% 171
2020
Q3 		$488K Buy
2,478
+1,124
+83% +$212K 0.07% 199
2020
Q2 		$236K Sell
1,354
-1,180
-47% -$163K 0.03% 283
2020
Q1 		$243K Sell
2,534
-575
-18% -$63.5K 0.04% 272
2019
Q4 		$336K Buy
3,109
+69
+2% +$7.19K 0.04% 293
2019
Q3 		$315K Buy
+3,040
New +$335K 0.05% 319

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

WealthSource Partners's PYPL Position: Q4 2022 in Review

WealthSource Partners sold out of PayPal (PYPL) in Q4 2022, closing a stake of 2,448 shares — an estimated $211K sold.

WealthSource Partners first reported a position in PYPL in Q3 2019 and held it in 13 quarters. The position peaked at $959K in Q2 2021. 2,009 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

  • WealthSource Partners reported no remaining PayPal position as of Q4 2022 after selling out during the quarter.
  • WealthSource Partners sold 2,448 PayPal shares in Q4 2022, an estimated $211K.
  • WealthSource Partners first reported a position in PayPal in Q3 2019 and held it in 13 quarters.
  • WealthSource Partners's PayPal position peaked at $959K in Q2 2021.
  • 2,009 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on WealthSource Partners's 13F filing for Q4 2022, filed 10 Feb 2023.