LJI Wealth Management’s PayPal PYPL Stock Holding History

LJI Wealth Management’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	-2,820	Closed	-$201K	–	167
2022 Q4	$201K	Buy	+2,820	New	+$226K	0.07%	138

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

LJI Wealth Management's PYPL Position: Q1 2023 in Review

LJI Wealth Management sold out of PayPal (PYPL) in Q1 2023, closing a stake of 2,820 shares — an estimated $201K sold.

LJI Wealth Management first reported a position in PYPL in Q4 2022 and held it in 1 quarter. The position peaked at $201K in Q4 2022. 1,962 funds tracked by Wall St. Rank hold PYPL as of Q1 2023.

LJI Wealth Management reported no remaining PayPal position as of Q1 2023 after selling out during the quarter.
LJI Wealth Management sold 2,820 PayPal shares in Q1 2023, an estimated $201K.
LJI Wealth Management first reported a position in PayPal in Q4 2022 and held it in 1 quarter.
LJI Wealth Management's PayPal position peaked at $201K in Q4 2022.
1,962 funds tracked by Wall St. Rank held PayPal as of Q1 2023.

Based on LJI Wealth Management's 13F filing for Q1 2023, filed 2 Feb 2024.