Lineweaver Wealth Advisors’s PayPal PYPL Stock Holding History

Lineweaver 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 Q4	–	Sell	-8,117	Closed	-$701K	–	133
2022 Q3	$701K	Buy	8,117 +731	+10%	+$64.8K	0.23%	75
2022 Q2	$515K	Sell	7,386 -75	-1%	-$6.51K	0.17%	82
2022 Q1	$862K	Buy	7,461 +850	+13%	+$113K	0.25%	69
2021 Q4	$1.25M	Buy	6,611 +62	+0.9%	+$13.4K	0.36%	49
2021 Q3	$1.7M	Buy	6,549 +57	+0.9%	+$16.2K	0.52%	35
2021 Q2	$1.89M	Buy	6,492 +70	+1%	+$18.5K	0.62%	31
2021 Q1	$1.56M	Buy	6,422 +935	+17%	+$236K	0.55%	32
2020 Q4	$1.28M	Buy	5,487 +410	+8%	+$85K	0.5%	30
2020 Q3	$1M	Buy	5,077 +54	+1%	+$10.2K	0.45%	32
2020 Q2	$875K	Buy	5,023 +74	+1%	+$10.2K	0.44%	29
2020 Q1	$473K	Buy	4,949 +1,492	+43%	+$165K	0.3%	38
2019 Q4	$373K	Buy	+3,457	New	+$360K	0.21%	44

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Lineweaver Wealth Advisors's PYPL Position: Q4 2022 in Review

Lineweaver Wealth Advisors sold out of PayPal (PYPL) in Q4 2022, closing a stake of 8,117 shares — an estimated $701K sold.

Lineweaver Wealth Advisors first reported a position in PYPL in Q4 2019 and held it in 12 quarters. The position peaked at $1.89M in Q2 2021. 2,009 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

Lineweaver Wealth Advisors reported no remaining PayPal position as of Q4 2022 after selling out during the quarter.
Lineweaver Wealth Advisors sold 8,117 PayPal shares in Q4 2022, an estimated $701K.
Lineweaver Wealth Advisors first reported a position in PayPal in Q4 2019 and held it in 12 quarters.
Lineweaver Wealth Advisors's PayPal position peaked at $1.89M in Q2 2021.
2,009 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.