Windsor Wealth Management’s PayPal PYPL Stock Holding History

Windsor 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
2022 Q2	–	Sell	-1,955	Closed	-$217K	–	213
2022 Q1	$217K	Sell	1,955 -8,148	-81%	-$1.08M	0.04%	222
2021 Q4	$1.93M	Buy	10,103 +7,789	+337%	+$1.69M	0.35%	56
2021 Q3	$612K	Buy	2,314 +157	+7%	+$44.5K	0.13%	136
2021 Q2	$629K	Buy	2,157 +270	+14%	+$71.3K	0.14%	136
2021 Q1	$458K	Buy	1,887 +679	+56%	+$171K	0.11%	143
2020 Q4	$283K	Buy	1,208 +7	+0.6%	+$1.45K	0.07%	167
2020 Q3	$237K	Sell	1,201 -115	-9%	-$21.7K	0.07%	174
2020 Q2	$229K	Buy	+1,316	New	+$182K	0.07%	175
2019 Q3	–	Sell	-1,949	Closed	-$224K	–	185
2019 Q2	$224K	Buy	+1,949	New	+$216K	0.1%	165

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Windsor Wealth Management's PYPL Position: Q2 2022 in Review

Windsor Wealth Management sold out of PayPal (PYPL) in Q2 2022, closing a stake of 1,955 shares — an estimated $217K sold.

Windsor Wealth Management first reported a position in PYPL in Q2 2019 and held it in 9 quarters. The position peaked at $1.93M in Q4 2021. 2,029 funds tracked by Wall St. Rank hold PYPL as of Q2 2022.

Windsor Wealth Management reported no remaining PayPal position as of Q2 2022 after selling out during the quarter.
Windsor Wealth Management sold 1,955 PayPal shares in Q2 2022, an estimated $217K.
Windsor Wealth Management first reported a position in PayPal in Q2 2019 and held it in 9 quarters.
Windsor Wealth Management's PayPal position peaked at $1.93M in Q4 2021.
2,029 funds tracked by Wall St. Rank held PayPal as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.