Heritage Wealth Management (Arizona)’s PayPal PYPL Stock Holding History

Heritage Wealth Management (Arizona)’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	$238K	Buy	3,342 +1,697	+103%	+$136K	0.03%	314
2022 Q3	$142K	Sell	1,645 -4	-0.2%	-$355	0.05%	289
2022 Q2	$115K	Sell	1,649 -14	-0.8%	-$1.22K	0.04%	314
2022 Q1	$192K	Buy	+1,663	New	+$221K	0.05%	276
2021 Q3	$303K	Buy	1,165 +71	+6%	+$20.1K	0.11%	150
2021 Q2	$319K	Buy	1,094 +131	+14%	+$34.6K	0.12%	142
2021 Q1	$234K	Buy	+963	New	+$243K	0.13%	142

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Heritage Wealth Management (Arizona)'s PYPL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its PayPal (PYPL) stake by 103% in Q4 2022, buying an estimated $136K and bringing the position to 3,342 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #314.

Heritage Wealth Management (Arizona) first reported a position in PYPL in Q1 2021 and has held it in 7 quarters since. The position peaked at $319K in Q2 2021. 2,010 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

Heritage Wealth Management (Arizona) held 3,342 shares of PayPal worth $238K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,697 PayPal shares in Q4 2022, an estimated $136K.
PayPal made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #314 holding.
Heritage Wealth Management (Arizona) first reported a position in PayPal in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s PayPal position peaked at $319K in Q2 2021.
2,010 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.