AJ Wealth Strategies’s PayPal PYPL Stock Holding History

AJ 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
2023 Q1	–	Sell	-2,817	Closed	-$201K	–	307
2022 Q4	$201K	Buy	2,817 +1	+0%	+$80	0.01%	277
2022 Q3	$242K	Buy	+2,816	New	+$250K	0.01%	260
2022 Q2	–	Sell	-2,903	Closed	-$336K	–	335
2022 Q1	$336K	Hold	2,903	–	–	0.02%	241
2021 Q4	$547K	Hold	2,903	–	–	0.03%	192
2021 Q3	$755K	Buy	2,903 +95	+3%	+$27K	0.04%	152
2021 Q2	$818K	Sell	2,808 -45	-2%	-$11.9K	0.05%	139
2021 Q1	$693K	Hold	2,853	–	–	0.05%	139
2020 Q4	$668K	Buy	2,853 +995	+54%	+$206K	0.06%	130
2020 Q3	$366K	Hold	1,858	–	–	0.04%	153
2020 Q2	$324K	Buy	+1,858	New	+$257K	0.04%	153

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

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AJ Wealth Strategies's PYPL Position: Q1 2023 in Review

AJ Wealth Strategies sold out of PayPal (PYPL) in Q1 2023, closing a stake of 2,817 shares — an estimated $201K sold.

AJ Wealth Strategies first reported a position in PYPL in Q2 2020 and held it in 10 quarters. The position peaked at $818K in Q2 2021. 1,962 funds tracked by Wall St. Rank hold PYPL as of Q1 2023.

AJ Wealth Strategies reported no remaining PayPal position as of Q1 2023 after selling out during the quarter.
AJ Wealth Strategies sold 2,817 PayPal shares in Q1 2023, an estimated $201K.
AJ Wealth Strategies first reported a position in PayPal in Q2 2020 and held it in 10 quarters.
AJ Wealth Strategies's PayPal position peaked at $818K in Q2 2021.
1,962 funds tracked by Wall St. Rank held PayPal as of Q1 2023.

Based on AJ Wealth Strategies's 13F filing for Q1 2023, filed 28 Apr 2023.