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Xcel Wealth Management’s PayPal PYPL Stock Holding History

Xcel 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
Q3 		– Sell
-3,972
Closed -$265K – 127
2023
Q2 		$265K Hold
3,972
– – 0.08% 116
2023
Q1 		$302K Buy
3,972
+70
+2% +$5.39K 0.11% 111
2022
Q4 		$278K Sell
3,902
-1,580
-29% -$126K 0.11% 106
2022
Q3 		$472K Buy
5,482
+64
+1% +$5.67K 0.18% 83
2022
Q2 		$378K Sell
5,418
-1,224
-18% -$106K 0.14% 89
2022
Q1 		$768K Sell
6,642
-820
-11% -$109K 0.21% 79
2021
Q4 		$1.41M Buy
7,462
+2,992
+67% +$647K 0.36% 67
2021
Q3 		$1.16M Buy
4,470
+690
+18% +$196K 0.34% 65
2021
Q2 		$1.1M Buy
3,780
+225
+6% +$59.4K 0.33% 63
2021
Q1 		$863K Buy
3,555
+100
+3% +$25.3K 0.31% 64
2020
Q4 		$809K Hold
3,455
– – 0.35% 62
2020
Q3 		$680K Sell
3,455
-300
-8% -$56.5K 0.35% 63
2020
Q2 		$654K Hold
3,755
– – 0.41% 51
2020
Q1 		$359K Hold
3,755
– – 0.32% 58
2019
Q4 		$406K Sell
3,755
-50
-1% -$5.21K 0.34% 51
2019
Q3 		$394K Sell
3,805
-1,000
-21% -$110K 0.36% 51
2019
Q2 		$549K Sell
4,805
-6,870
-59% -$761K 0.54% 41
2019
Q1 		$1.21M Sell
11,675
-2,850
-20% -$270K 1.25% 26
2018
Q4 		$1.22M Buy
+14,525
New +$1.21M 1.49% 23

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Xcel Wealth Management's PYPL Position: Q3 2023 in Review

Xcel Wealth Management sold out of PayPal (PYPL) in Q3 2023, closing a stake of 3,972 shares — an estimated $265K sold.

Xcel Wealth Management first reported a position in PYPL in Q4 2018 and held it in 19 quarters. The position peaked at $1.41M in Q4 2021. 1,763 funds tracked by Wall St. Rank hold PYPL as of Q3 2023.

  • Xcel Wealth Management reported no remaining PayPal position as of Q3 2023 after selling out during the quarter.
  • Xcel Wealth Management sold 3,972 PayPal shares in Q3 2023, an estimated $265K.
  • Xcel Wealth Management first reported a position in PayPal in Q4 2018 and held it in 19 quarters.
  • Xcel Wealth Management's PayPal position peaked at $1.41M in Q4 2021.
  • 1,763 funds tracked by Wall St. Rank held PayPal as of Q3 2023.

Based on Xcel Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.