Independent Solutions Wealth Management’s PayPal PYPL Stock Holding History

Independent Solutions Wealth Management’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 Q4	–	Sell	-3,592	Closed	-$210K	–	199
2023 Q3	$210K	Sell	3,592 -408	-10%	-$26.6K	0.05%	187
2023 Q2	$267K	Sell	4,000 -603	-13%	-$41.1K	0.07%	184
2023 Q1	$350K	Sell	4,603 -6	-0.1%	-$462	0.1%	144
2022 Q4	$328K	Sell	4,609 -416	-8%	-$33.3K	0.1%	156
2022 Q3	$433K	Buy	5,025 +1	+0%	+$89	0.14%	127
2022 Q2	$351K	Sell	5,024 -847	-14%	-$73.5K	0.11%	143
2022 Q1	$679K	Sell	5,871 -1,142	-16%	-$152K	0.16%	110
2021 Q4	$1.32M	Buy	7,013 +658	+10%	+$142K	0.31%	82
2021 Q3	$1.65M	Buy	6,355 +90	+1%	+$25.5K	0.41%	59
2021 Q2	$1.83M	Buy	6,265 +660	+12%	+$174K	0.44%	53
2021 Q1	$1.36M	Buy	5,605 +1,634	+41%	+$413K	0.37%	64
2020 Q4	$930K	Buy	3,971 +629	+19%	+$130K	0.29%	74
2020 Q3	$658K	Buy	3,342 +739	+28%	+$139K	0.25%	81
2020 Q2	$454K	Buy	+2,603	New	+$360K	0.19%	95

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Independent Solutions Wealth Management's PYPL Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of PayPal (PYPL) in Q4 2023, closing a stake of 3,592 shares — an estimated $210K sold.

Independent Solutions Wealth Management first reported a position in PYPL in Q2 2020 and held it in 14 quarters. The position peaked at $1.83M in Q2 2021. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

Independent Solutions Wealth Management reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 3,592 PayPal shares in Q4 2023, an estimated $210K.
Independent Solutions Wealth Management first reported a position in PayPal in Q2 2020 and held it in 14 quarters.
Independent Solutions Wealth Management's PayPal position peaked at $1.83M in Q2 2021.
1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.