Lucia Wealth Services’s PayPal PYPL Stock Holding History

Lucia Wealth Services’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
2020 Q3	$1.84M	Buy	9,320 +964	+12%	+$182K	0.43%	46
2020 Q2	$1.46M	Buy	8,356 +491	+6%	+$67.9K	0.38%	46
2020 Q1	$753K	Buy	7,865 +5,132	+188%	+$567K	0.25%	69
2019 Q4	$296K	Buy	2,733 +60	+2%	+$6.25K	0.09%	105
2019 Q3	$277K	Buy	2,673 +58	+2%	+$6.39K	0.09%	97
2019 Q2	$299K	Sell	2,615 -356	-12%	-$39.5K	0.1%	99
2019 Q1	$309K	Buy	+2,971	New	+$281K	0.11%	105
2018 Q4	–	Sell	-1,314	Closed	-$115K	–	206
2018 Q3	$115K	Buy	+1,314	New	+$116K	0.04%	158
2018 Q2	–	Sell	-5,019	Closed	-$381K	–	225
2018 Q1	$381K	Buy	+5,019	New	+$398K	0.12%	101

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Lucia Wealth Services's PYPL Position: Q3 2020 in Review

Lucia Wealth Services increased its PayPal (PYPL) stake by 12% in Q3 2020, buying an estimated $182K and bringing the position to 9,320 shares worth $1.84M. The position accounts for 0.43% of the portfolio, ranked #46.

Lucia Wealth Services first reported a position in PYPL in Q1 2018 and has held it in 9 quarters since. 2,156 funds tracked by Wall St. Rank hold PYPL as of Q3 2020.

Lucia Wealth Services held 9,320 shares of PayPal worth $1.84M as of Q3 2020.
Lucia Wealth Services bought 964 PayPal shares in Q3 2020, an estimated $182K.
PayPal made up 0.43% of Lucia Wealth Services's portfolio in Q3 2020, its #46 holding.
Lucia Wealth Services first reported a position in PayPal in Q1 2018 and has held it in 9 quarters since.
2,156 funds tracked by Wall St. Rank held PayPal as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.