WAM
PYPL icon

Wealthspire Advisors (Maryland)’s PayPal PYPL Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$3.88M Buy
19,690
+8,524
+76% +$1.61M 0.14% 83
2020
Q2 		$1.95M Buy
11,166
+1,230
+12% +$170K 0.14% 97
2020
Q1 		$951K Sell
9,936
-200
-2% -$22.1K 0.08% 139
2019
Q4 		$1.1M Buy
10,136
+731
+8% +$76.2K 0.07% 155
2019
Q3 		$974K Buy
9,405
+19
+0.2% +$2.09K 0.07% 152
2019
Q2 		$1.07M Buy
9,386
+84
+0.9% +$9.31K 0.08% 132
2019
Q1 		$966K Sell
9,302
-966
-9% -$91.5K 0.07% 142
2018
Q4 		$863K Sell
10,268
-1,425
-12% -$119K 0.08% 134
2018
Q3 		$1.03M Buy
11,693
+2,175
+23% +$192K 0.08% 134
2018
Q2 		$793K Sell
9,518
-4,232
-31% -$337K 0.07% 163
2018
Q1 		$1.04M Sell
13,750
-464
-3% -$36.8K 0.1% 128
2017
Q4 		$1.05M Buy
14,214
+1,866
+15% +$135K 0.1% 132
2017
Q3 		$791K Sell
12,348
-1,600
-11% -$95.8K 0.09% 153
2017
Q2 		$749K Buy
13,948
+1,161
+9% +$57.1K 0.09% 155
2017
Q1 		$550K Sell
12,787
-614
-5% -$25.7K 0.08% 164
2016
Q4 		$529K Sell
13,401
-804
-6% -$32.3K 0.08% 168
2016
Q3 		$582K Buy
14,205
+644
+5% +$24.8K 0.09% 152
2016
Q2 		$495K Buy
13,561
+1,425
+12% +$54.5K 0.08% 163
2016
Q1 		$468K Buy
12,136
+825
+7% +$29.8K 0.08% 166
2015
Q4 		$409K Buy
+11,311
New +$399K 0.08% 189

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PYPL Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its PayPal (PYPL) stake by 76% in Q3 2020, buying an estimated $1.61M and bringing the position to 19,690 shares worth $3.88M. The position accounts for 0.14% of the portfolio, ranked #83.

Wealthspire Advisors (Maryland) first reported a position in PYPL in Q4 2015 and has held it in 20 quarters since. 2,156 funds tracked by Wall St. Rank hold PYPL as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 19,690 shares of PayPal worth $3.88M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 8,524 PayPal shares in Q3 2020, an estimated $1.61M.
  • PayPal made up 0.14% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #83 holding.
  • Wealthspire Advisors (Maryland) first reported a position in PayPal in Q4 2015 and has held it in 20 quarters since.
  • 2,156 funds tracked by Wall St. Rank held PayPal as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.