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Ropes Wealth Advisors LLC

SEC CIK
0001641652
Latest filing
Oct 19, 2023

PYPL holding history

PayPal Holdings, Inc. in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PYPL overviewAll 13F holders of PYPLFull Q3 2023 holdings

Shares (Q3 2023)
4,260
Value
$249.0K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of PYPL by Ropes Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20234,260$249.0K<0.1%−212−4.7%ReducedHolders
Q2 20234,472$298.4K<0.1%−93−2.0%ReducedHolders
Q1 20234,565$346.7K0.1%−353−7.2%ReducedHolders
Q4 20224,918$350.3K0.1%+521+11.8%AddedHolders
Q3 20224,397$378.0K0.1%−450−9.3%ReducedHolders
Q2 20224,847$339.0K0.1%+110+2.3%AddedHolders
Q1 20224,737$548.0K0.1%−587−11.0%ReducedHolders
Q4 20215,324$1.00M0.2%−628−10.6%ReducedHolders
Q3 20215,952$1.55M0.2%+353+6.3%AddedHolders
Q2 20215,599$1.63M0.3%+327+6.2%AddedHolders
Q1 20215,272$1.31M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.