Westwood Wealth Management’s PayPal PYPL Stock Holding History

Westwood Wealth Management’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
2023 Q4	–	Sell	-3,720	Closed	-$217K	–	39
2023 Q3	$217K	Sell	3,720 -500	-12%	-$32.6K	0.14%	39
2023 Q2	$282K	Sell	4,220 -815	-16%	-$55.6K	0.2%	39
2023 Q1	$382K	Sell	5,035 -2,050	-29%	-$158K	0.34%	34
2022 Q4	$505K	Buy	7,085 +200	+3%	+$16K	0.61%	28
2022 Q3	$593K	Sell	6,885 -2,877	-29%	-$255K	0.53%	28
2022 Q2	$682K	Sell	9,762 -5,100	-34%	-$442K	0.79%	21
2022 Q1	$1.72K	Sell	14,862 -13,141	-47%	-$1.75M	0.67%	19
2021 Q4	$5.28M	Buy	+28,003	New	+$6.06M	2.25%	11

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westwood Wealth Management's PYPL Position: Q4 2023 in Review

Westwood Wealth Management sold out of PayPal (PYPL) in Q4 2023, closing a stake of 3,720 shares — an estimated $217K sold.

Westwood Wealth Management first reported a position in PYPL in Q4 2021 and held it in 8 quarters. The position peaked at $5.28M in Q4 2021. 1,837 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

Westwood Wealth Management reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
Westwood Wealth Management sold 3,720 PayPal shares in Q4 2023, an estimated $217K.
Westwood Wealth Management first reported a position in PayPal in Q4 2021 and held it in 8 quarters.
Westwood Wealth Management's PayPal position peaked at $5.28M in Q4 2021.
1,837 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on Westwood Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.