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Pacific Wealth Strategies Group’s PayPal PYPL Stock Holding History

Pacific Wealth Strategies Group’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 		– Sell
-10,009
Closed -$1.89M – 84
2021
Q4 		$1.89M Sell
10,009
-1,837
-16% -$397K 0.66% 37
2021
Q3 		$3.08M Buy
11,846
+79
+0.7% +$22.4K 1.14% 30
2021
Q2 		$3.43M Sell
11,767
-163
-1% -$43.1K 1.31% 28
2021
Q1 		$2.9M Buy
11,930
+885
+8% +$223K 1.22% 31
2020
Q4 		$2.68M Buy
11,045
+3,797
+52% +$787K 1.16% 30
2020
Q3 		$1.43M Buy
7,248
+2,505
+53% +$472K 0.75% 41
2020
Q2 		$826K Sell
4,743
-455
-9% -$62.9K 0.46% 54
2020
Q1 		$498K Sell
5,198
-1,293
-20% -$143K 0.34% 65
2019
Q4 		$702K Sell
6,491
-4,016
-38% -$419K 0.39% 61
2019
Q3 		$1.09M Buy
10,507
+29
+0.3% +$3.19K 0.67% 52
2019
Q2 		$1.2M Sell
10,478
-65
-0.6% -$7.2K 0.75% 49
2019
Q1 		$1.09M Buy
10,543
+107
+1% +$10.1K 0.71% 53
2018
Q4 		$878K Buy
10,436
+684
+7% +$57K 0.63% 56
2018
Q3 		$857K Buy
9,752
+1,777
+22% +$156K 0.55% 61
2018
Q2 		$664K Sell
7,975
-158
-2% -$12.6K 0.46% 65
2018
Q1 		$617K Buy
+8,133
New +$645K 0.44% 65

Other funds holding PYPL

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Pacific Wealth Strategies Group's PYPL Position: Q1 2022 in Review

Pacific Wealth Strategies Group sold out of PayPal (PYPL) in Q1 2022, closing a stake of 10,009 shares — an estimated $1.89M sold.

Pacific Wealth Strategies Group first reported a position in PYPL in Q1 2018 and held it in 16 quarters. The position peaked at $3.43M in Q2 2021. 2,337 funds tracked by Wall St. Rank hold PYPL as of Q1 2022.

  • Pacific Wealth Strategies Group reported no remaining PayPal position as of Q1 2022 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 10,009 PayPal shares in Q1 2022, an estimated $1.89M.
  • Pacific Wealth Strategies Group first reported a position in PayPal in Q1 2018 and held it in 16 quarters.
  • Pacific Wealth Strategies Group's PayPal position peaked at $3.43M in Q2 2021.
  • 2,337 funds tracked by Wall St. Rank held PayPal as of Q1 2022.

Based on Pacific Wealth Strategies Group's 13F filing for Q1 2022, filed 25 Apr 2022.