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Worth Financial Advisory Group’s PayPal PYPL Stock Holding History

Worth Financial Advisory Group’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
Q2 		– Sell
-4,542
Closed -$345K – 126
2023
Q1 		$345K Buy
4,542
+64
+1% +$4.93K 0.33% 80
2022
Q4 		$319K Buy
+4,478
New +$358K 0.37% 71

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
State Street
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Worth Financial Advisory Group's PYPL Position: Q2 2023 in Review

Worth Financial Advisory Group sold out of PayPal (PYPL) in Q2 2023, closing a stake of 4,542 shares — an estimated $345K sold.

Worth Financial Advisory Group first reported a position in PYPL in Q4 2022 and held it in 2 quarters. The position peaked at $345K in Q1 2023. 1,878 funds tracked by Wall St. Rank hold PYPL as of Q2 2023.

  • Worth Financial Advisory Group reported no remaining PayPal position as of Q2 2023 after selling out during the quarter.
  • Worth Financial Advisory Group sold 4,542 PayPal shares in Q2 2023, an estimated $345K.
  • Worth Financial Advisory Group first reported a position in PayPal in Q4 2022 and held it in 2 quarters.
  • Worth Financial Advisory Group's PayPal position peaked at $345K in Q1 2023.
  • 1,878 funds tracked by Wall St. Rank held PayPal as of Q2 2023.

Based on Worth Financial Advisory Group's 13F filing for Q2 2023, filed 28 Jul 2023.