IWS
PYPL icon

Insight Wealth Strategies’s PayPal PYPL Stock Holding History

Insight Wealth Strategies’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
-18,059
Closed -$1.26M – 147
2022
Q3 		$1.26M Hold
18,059
– – 0.23% 79
2022
Q2 		$1.26M Buy
18,059
+73
+0.4% +$6.33K 0.23% 79
2022
Q1 		$2.08M Buy
17,986
+8,104
+82% +$1.08M 0.31% 46
2021
Q4 		$1.86M Buy
9,882
+454
+5% +$98.2K 0.27% 54
2021
Q3 		$2.45M Buy
9,428
+138
+1% +$39.2K 0.35% 37
2021
Q2 		$2.71M Sell
9,290
-1,941
-17% -$513K 0.38% 31
2021
Q1 		$2.73M Buy
11,231
+736
+7% +$186K 0.37% 33
2020
Q4 		$2.46M Buy
10,495
+278
+3% +$57.6K 0.42% 31
2020
Q3 		$2.01M Buy
10,217
+2,520
+33% +$475K 0.37% 35
2020
Q2 		$1.34M Sell
7,697
-114
-1% -$15.8K 0.3% 35
2020
Q1 		$748K Sell
7,811
-10,732
-58% -$1.18M 0.2% 49
2019
Q4 		$2.01M Buy
18,543
+920
+5% +$95.9K 0.42% 45
2019
Q3 		$1.83M Buy
17,623
+1,842
+12% +$203K 0.43% 46
2019
Q2 		$1.81M Buy
15,781
+3,787
+32% +$420K 0.44% 39
2019
Q1 		$1.25M Buy
11,994
+686
+6% +$64.9K 0.35% 53
2018
Q4 		$951K Buy
+11,308
New +$942K 0.29% 52

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Insight Wealth Strategies's PYPL Position: Q4 2022 in Review

Insight Wealth Strategies sold out of PayPal (PYPL) in Q4 2022, closing a stake of 18,059 shares — an estimated $1.26M sold.

Insight Wealth Strategies first reported a position in PYPL in Q4 2018 and held it in 16 quarters. The position peaked at $2.73M in Q1 2021. 2,010 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

  • Insight Wealth Strategies reported no remaining PayPal position as of Q4 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 18,059 PayPal shares in Q4 2022, an estimated $1.26M.
  • Insight Wealth Strategies first reported a position in PayPal in Q4 2018 and held it in 16 quarters.
  • Insight Wealth Strategies's PayPal position peaked at $2.73M in Q1 2021.
  • 2,010 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on Insight Wealth Strategies's 13F filing for Q4 2022, filed 6 Jan 2023.