LWA
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Lenox Wealth Advisors’s PayPal PYPL Stock Holding History

Lenox 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 		$273K Buy
2,455
+8
+0.3% +$1.06K 0.03% 92
2021
Q4 		$461K Buy
2,447
+30
+1% +$6.49K 0.05% 70
2021
Q3 		$629K Sell
2,417
-16
-0.7% -$4.54K 0.08% 57
2021
Q2 		$709K Sell
2,433
-17
-0.7% -$4.49K 0.09% 53
2021
Q1 		$595K Buy
2,450
+21
+0.9% +$5.3K 0.08% 45
2020
Q4 		$569K Buy
2,429
+6
+0.2% +$1.24K 0.08% 48
2020
Q3 		$477K Sell
2,423
-6
-0.2% -$1.13K 0.07% 49
2020
Q2 		$423K Sell
2,429
-157
-6% -$21.7K 0.07% 45
2020
Q1 		$248K Buy
2,586
+104
+4% +$11.5K 0.05% 57
2019
Q4 		$268K Buy
2,482
+83
+3% +$8.65K 0.04% 74
2019
Q3 		$249K Sell
2,399
-50
-2% -$5.51K 0.04% 68
2019
Q2 		$280K Buy
2,449
+254
+12% +$28.2K 0.05% 57
2019
Q1 		$228K Buy
2,195
+596
+37% +$56.4K 0.04% 61
2018
Q4 		$134K Buy
1,599
+1,033
+183% +$86K 0.03% 85
2018
Q3 		$50K Sell
566
-298
-34% -$26.2K 0.01% 136
2018
Q2 		$72K Sell
864
-893
-51% -$71.2K 0.02% 107
2018
Q1 		$133K Buy
1,757
+1,238
+239% +$98.2K 0.03% 86
2017
Q4 		$38K Buy
519
+513
+8,550% +$37.1K 0.01% 109
2017
Q3 		$0 Buy
+6
New +$359 ﹤0.01% 274
2016
Q1 		– Sell
-60
Closed -$2K – 379
2015
Q4 		$2K Sell
60
-150
-71% -$5.29K ﹤0.01% 331
2015
Q3 		$7K Buy
+210
New +$7.52K ﹤0.01% 218

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

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

Lenox Wealth Advisors increased its PayPal (PYPL) stake by 0.33% in Q1 2022, buying an estimated $1.06K and bringing the position to 2,455 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #92.

Lenox Wealth Advisors first reported a position in PYPL in Q3 2015 and has held it in 21 quarters since. The position peaked at $709K in Q2 2021. 2,336 funds tracked by Wall St. Rank hold PYPL as of Q1 2022.

  • Lenox Wealth Advisors held 2,455 shares of PayPal worth $273K as of Q1 2022.
  • Lenox Wealth Advisors bought 8 PayPal shares in Q1 2022, an estimated $1.06K.
  • PayPal made up 0.03% of Lenox Wealth Advisors's portfolio in Q1 2022, its #92 holding.
  • Lenox Wealth Advisors first reported a position in PayPal in Q3 2015 and has held it in 21 quarters since.
  • Lenox Wealth Advisors's PayPal position peaked at $709K in Q2 2021.
  • 2,336 funds tracked by Wall St. Rank held PayPal as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.