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YorkBridge Wealth Partners’s PayPal PYPL Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$3.15M Sell
44,209
-4,872
-10% -$390K 0.8% 33
2022
Q3 		$4.22M Buy
49,081
+5,523
+13% +$490K 1.09% 19
2022
Q2 		$3.04M Sell
43,558
-4,279
-9% -$371K 0.8% 29
2022
Q1 		$5.53M Buy
47,837
+23,998
+101% +$3.19M 1.21% 17
2021
Q4 		$4.5M Buy
23,839
+448
+2% +$96.9K 1.01% 24
2021
Q3 		$6.09M Buy
23,391
+652
+3% +$185K 1.53% 13
2021
Q2 		$6.63M Sell
22,739
-242
-1% -$63.9K 1.73% 12
2021
Q1 		$5.58M Buy
22,981
+1,124
+5% +$284K 1.65% 12
2020
Q4 		$5.12M Buy
21,857
+965
+5% +$200K 1.71% 12
2020
Q3 		$4.12M Sell
20,892
-816
-4% -$154K 1.73% 14
2020
Q2 		$3.78M Buy
21,708
+2,868
+15% +$396K 1.73% 12
2020
Q1 		$1.8M Sell
18,840
-667
-3% -$73.6K 1.11% 22
2019
Q4 		$2.11M Buy
19,507
+217
+1% +$22.6K 0.97% 27
2019
Q3 		$2M Buy
19,290
+1,550
+9% +$171K 1.01% 26
2019
Q2 		$2.03M Sell
17,740
-106
-0.6% -$11.7K 0.9% 27
2019
Q1 		$1.85M Buy
17,846
+12,526
+235% +$1.19M 0.85% 31
2018
Q4 		$447K Sell
5,320
-541
-9% -$45.1K 0.24% 98
2018
Q3 		$513K Buy
5,861
+571
+11% +$50.3K 0.23% 98
2018
Q2 		$440K Sell
5,290
-168
-3% -$13.4K 0.19% 109
2018
Q1 		$423K Sell
5,458
-229
-4% -$18.2K 0.19% 108
2017
Q4 		$425K Sell
5,687
-220
-4% -$15.9K 0.21% 105
2017
Q3 		$378K Sell
5,907
-37
-0.6% -$2.22K 0.2% 109
2017
Q2 		$314K Sell
5,944
-257
-4% -$12.6K 0.17% 124
2017
Q1 		$304K Buy
6,201
+1,633
+36% +$68.3K 0.16% 128
2016
Q4 		$184K Buy
+4,568
New +$184K 0.11% 160

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

YorkBridge Wealth Partners's PYPL Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its PayPal (PYPL) stake by 9.9% in Q4 2022, selling an estimated $390K and leaving 44,209 shares worth $3.15M. The position accounts for 0.8% of the portfolio, ranked #33.

YorkBridge Wealth Partners first reported a position in PYPL in Q4 2016 and has held it in 25 quarters since. The position peaked at $6.63M in Q2 2021. 2,009 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

  • YorkBridge Wealth Partners held 44,209 shares of PayPal worth $3.15M as of Q4 2022.
  • YorkBridge Wealth Partners sold 4,872 PayPal shares in Q4 2022, an estimated $390K.
  • PayPal made up 0.8% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #33 holding.
  • YorkBridge Wealth Partners first reported a position in PayPal in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's PayPal position peaked at $6.63M in Q2 2021.
  • 2,009 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.