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Intercontinental Wealth Advisors’s PayPal PYPL Stock Holding History

Intercontinental Wealth Advisors’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
Q1 		– Sell
-1,290
Closed -$243K – 292
2021
Q4 		$243K Sell
1,290
-295
-19% -$63.8K 0.05% 267
2021
Q3 		$412K Sell
1,585
-435
-22% -$123K 0.1% 192
2021
Q2 		$589K Buy
2,020
+120
+6% +$31.7K 0.12% 159
2021
Q1 		$461K Buy
1,900
+584
+44% +$147K 0.1% 168
2020
Q4 		$308K Buy
1,316
+52
+4% +$10.8K 0.07% 198
2020
Q3 		$249K Buy
+1,264
New +$238K 0.07% 171
2020
Q1 		– Sell
-8
Closed -$1K – 271
2019
Q4 		$1K Sell
8
-46
-85% -$4.79K ﹤0.01% 344
2019
Q3 		$6K Hold
54
– – ﹤0.01% 381
2019
Q2 		$6K Hold
54
– – ﹤0.01% 358
2019
Q1 		$6K Hold
54
– – ﹤0.01% 377
2018
Q4 		$5K Buy
+54
New +$4.5K ﹤0.01% 399

Other funds holding PYPL

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Intercontinental Wealth Advisors's PYPL Position: Q1 2022 in Review

Intercontinental Wealth Advisors sold out of PayPal (PYPL) in Q1 2022, closing a stake of 1,290 shares — an estimated $243K sold.

Intercontinental Wealth Advisors first reported a position in PYPL in Q4 2018 and held it in 11 quarters. The position peaked at $589K in Q2 2021. 2,336 funds tracked by Wall St. Rank hold PYPL as of Q1 2022.

  • Intercontinental Wealth Advisors reported no remaining PayPal position as of Q1 2022 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 1,290 PayPal shares in Q1 2022, an estimated $243K.
  • Intercontinental Wealth Advisors first reported a position in PayPal in Q4 2018 and held it in 11 quarters.
  • Intercontinental Wealth Advisors's PayPal position peaked at $589K in Q2 2021.
  • 2,336 funds tracked by Wall St. Rank held PayPal as of Q1 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.