Heritage Financial Services’s PayPal PYPL Stock Holding History

Heritage Financial Services’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 Q3	–	Sell	-592	Closed	-$41K	–	365
2022 Q2	$41K	Buy	+592	New	+$51.4K	0.02%	181

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Financial Services's PYPL Position: Q3 2022 in Review

Heritage Financial Services sold out of PayPal (PYPL) in Q3 2022, closing a stake of 592 shares — an estimated $41K sold.

Heritage Financial Services first reported a position in PYPL in Q2 2022 and held it in 1 quarter. The position peaked at $41K in Q2 2022. 2,119 funds tracked by Wall St. Rank hold PYPL as of Q3 2022.

Heritage Financial Services reported no remaining PayPal position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 592 PayPal shares in Q3 2022, an estimated $41K.
Heritage Financial Services first reported a position in PayPal in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's PayPal position peaked at $41K in Q2 2022.
2,119 funds tracked by Wall St. Rank held PayPal as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.