Wells Financial Advisors’s PayPal PYPL Stock Holding History

Wells Financial 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 Q1	–	Sell	-250	Closed	-$59K	–	63
2020 Q4	$59K	Buy	+250	New	+$51.8K	0.05%	48

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wells Financial Advisors's PYPL Position: Q1 2021 in Review

Wells Financial Advisors sold out of PayPal (PYPL) in Q1 2021, closing a stake of 250 shares — an estimated $59K sold.

Wells Financial Advisors first reported a position in PYPL in Q4 2020 and held it in 1 quarter. The position peaked at $59K in Q4 2020. 2,507 funds tracked by Wall St. Rank hold PYPL as of Q1 2021.

Wells Financial Advisors reported no remaining PayPal position as of Q1 2021 after selling out during the quarter.
Wells Financial Advisors sold 250 PayPal shares in Q1 2021, an estimated $59K.
Wells Financial Advisors first reported a position in PayPal in Q4 2020 and held it in 1 quarter.
Wells Financial Advisors's PayPal position peaked at $59K in Q4 2020.
2,507 funds tracked by Wall St. Rank held PayPal as of Q1 2021.

Based on Wells Financial Advisors's 13F filing for Q1 2021, filed 12 May 2021.