XF
PYPL icon

XML Financial’s PayPal PYPL Stock Holding History

XML Financial’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
Q4 		– Sell
-1,002
Closed -$261K – 325
2021
Q3 		$261K Buy
1,002
+230
+30% +$65.3K 0.03% 263
2021
Q2 		$225K Buy
+772
New +$204K 0.05% 205
2020
Q1 		– Sell
-2,084
Closed -$225K – 191
2019
Q4 		$225K Buy
+2,084
New +$217K 0.08% 159

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

XML Financial's PYPL Position: Q4 2021 in Review

XML Financial sold out of PayPal (PYPL) in Q4 2021, closing a stake of 1,002 shares — an estimated $261K sold.

XML Financial first reported a position in PYPL in Q4 2019 and held it in 3 quarters. The position peaked at $261K in Q3 2021. 2,607 funds tracked by Wall St. Rank hold PYPL as of Q4 2021.

  • XML Financial reported no remaining PayPal position as of Q4 2021 after selling out during the quarter.
  • XML Financial sold 1,002 PayPal shares in Q4 2021, an estimated $261K.
  • XML Financial first reported a position in PayPal in Q4 2019 and held it in 3 quarters.
  • XML Financial's PayPal position peaked at $261K in Q3 2021.
  • 2,607 funds tracked by Wall St. Rank held PayPal as of Q4 2021.

Based on XML Financial's 13F filing for Q4 2021, filed 1 Feb 2022.