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Epic Trust Investment Advisors’s PayPal PYPL Stock Holding History

Epic Trust Investment Advisors’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
-3,158
Closed -$240K – 113
2023
Q1 		$240K Sell
3,158
-1,487
-32% -$115K 0.29% 93
2022
Q4 		$331K Sell
4,645
-266
-5% -$21.3K 0.5% 63
2022
Q3 		$423K Buy
+4,911
New +$435K 0.59% 49

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

Epic Trust Investment Advisors's PYPL Position: Q2 2023 in Review

Epic Trust Investment Advisors sold out of PayPal (PYPL) in Q2 2023, closing a stake of 3,158 shares — an estimated $240K sold.

Epic Trust Investment Advisors first reported a position in PYPL in Q3 2022 and held it in 3 quarters. The position peaked at $423K in Q3 2022. 1,878 funds tracked by Wall St. Rank hold PYPL as of Q2 2023.

  • Epic Trust Investment Advisors reported no remaining PayPal position as of Q2 2023 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 3,158 PayPal shares in Q2 2023, an estimated $240K.
  • Epic Trust Investment Advisors first reported a position in PayPal in Q3 2022 and held it in 3 quarters.
  • Epic Trust Investment Advisors's PayPal position peaked at $423K in Q3 2022.
  • 1,878 funds tracked by Wall St. Rank held PayPal as of Q2 2023.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.