Joseph P. Lucia & Associates’s PayPal PYPL Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-522	Closed	-$36K	–	370
2022 Q2	$36K	Sell	522 -250	-32%	-$21.7K	0.03%	204
2022 Q1	$89K	Buy	+772	New	+$103K	0.05%	155
2021 Q4	–	Sell	-3,282	Closed	-$854K	–	449
2021 Q3	$854K	Sell	3,282 -400	-11%	-$113K	0.51%	55
2021 Q2	$1.07M	Sell	3,682 -1,248	-25%	-$330K	0.64%	46
2021 Q1	$1.2M	Sell	4,930 -310	-6%	-$78.3K	0.53%	41
2020 Q4	$1.23M	Buy	5,240 +2,020	+63%	+$419K	0.86%	38
2020 Q3	$634K	Sell	3,220 -1,505	-32%	-$283K	0.59%	52
2020 Q2	$823K	Buy	4,725 +225	+5%	+$31.1K	0.74%	44
2020 Q1	$431K	Sell	4,500 -115	-2%	-$12.7K	0.48%	54
2019 Q4	$499K	Buy	4,615 +100	+2%	+$10.4K	0.45%	57
2019 Q3	$468K	Sell	4,515 -20	-0.4%	-$2.2K	0.48%	60
2019 Q2	$519K	Sell	4,535 -1,859	-29%	-$206K	0.54%	50
2019 Q1	$60	Buy	+6,394	New	+$605K	﹤0.01%	288

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Joseph P. Lucia & Associates's PYPL Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of PayPal (PYPL) in Q3 2022, closing a stake of 522 shares — an estimated $36K sold.

Joseph P. Lucia & Associates first reported a position in PYPL in Q1 2019 and held it in 13 quarters. The position peaked at $1.23M in Q4 2020. 2,118 funds tracked by Wall St. Rank hold PYPL as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining PayPal position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 522 PayPal shares in Q3 2022, an estimated $36K.
Joseph P. Lucia & Associates first reported a position in PayPal in Q1 2019 and held it in 13 quarters.
Joseph P. Lucia & Associates's PayPal position peaked at $1.23M in Q4 2020.
2,118 funds tracked by Wall St. Rank held PayPal as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.