WIA
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Wealthstreet Investment Advisors’s PayPal PYPL Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q2 		– Sell
-6,564
Closed -$1.59M – 267
2021
Q1 		$1.59M Sell
6,564
-2,015
-23% -$509K 0.16% 134
2020
Q4 		$2.01M Buy
8,579
+50
+0.6% +$10.4K 0.2% 112
2020
Q3 		$1.68M Hold
8,529
– – 0.19% 116
2020
Q2 		$1.49M Buy
8,529
+1,130
+15% +$156K 0.18% 116
2020
Q1 		$708K Sell
7,399
-70
-0.9% -$7.73K 0.1% 154
2019
Q4 		$808K Hold
7,469
– – 0.09% 171
2019
Q3 		$784K Hold
7,469
– – 0.1% 166
2019
Q2 		$855K Sell
7,469
-150
-2% -$16.6K 0.11% 162
2019
Q1 		$791K Buy
+7,619
New +$721K 0.1% 165

Other funds holding PYPL

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return