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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
Q1 		– Sell
-100
Closed -$12K – 613
2021
Q4 		$12K Sell
100
-100
-50% -$21.6K ﹤0.01% 549
2021
Q3 		$4K Hold
200
– – ﹤0.01% 511
2021
Q2 		$11K Hold
200
– – ﹤0.01% 459
2021
Q1 		$6K Buy
+200
New +$50.5K ﹤0.01% 433

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.