Independent Wealth Network’s PayPal PYPL Stock Holding History

Independent Wealth Network’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	–	Sell	-2,532	Closed	-$218K	–	201
2022 Q3	$218K	Buy	+2,532	New	+$225K	0.17%	151
2022 Q2	–	Sell	-3,224	Closed	-$373K	–	209
2022 Q1	$373K	Buy	3,224 +665	+26%	+$88.5K	0.24%	118
2021 Q4	$483K	Buy	2,559 +255	+11%	+$55.2K	0.3%	89
2021 Q3	$531K	Buy	+2,304	New	+$654K	0.35%	83

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

Independent Wealth Network's PYPL Position: Q4 2022 in Review

Independent Wealth Network sold out of PayPal (PYPL) in Q4 2022, closing a stake of 2,532 shares — an estimated $218K sold.

Independent Wealth Network first reported a position in PYPL in Q3 2021 and held it in 4 quarters. The position peaked at $531K in Q3 2021. 2,010 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

Independent Wealth Network reported no remaining PayPal position as of Q4 2022 after selling out during the quarter.
Independent Wealth Network sold 2,532 PayPal shares in Q4 2022, an estimated $218K.
Independent Wealth Network first reported a position in PayPal in Q3 2021 and held it in 4 quarters.
Independent Wealth Network's PayPal position peaked at $531K in Q3 2021.
2,010 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on Independent Wealth Network's 13F filing for Q4 2022, filed 25 Jan 2023.