BCWM
LUX

Bartlett & Co Wealth Management’s Luxottica Group LUX Stock Holding History

Bartlett & Co Wealth Management’s Portfolio LUX Stock Details LUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5,350
Closed -$316K – 774
2018
Q4 		$316K Hold
5,350
– – 0.01% 224
2018
Q3 		$364K Hold
5,350
– – 0.01% 219
2018
Q2 		$344K Hold
5,350
– – 0.01% 218
2018
Q1 		$333K Buy
+5,350
New +$333K 0.01% 217

Bartlett & Co Wealth Management's LUX Position: Q1 2019 in Review

Bartlett & Co Wealth Management sold out of Luxottica Group (LUX) in Q1 2019, closing a stake of 5,350 shares — an estimated $316K sold.

Bartlett & Co Wealth Management first reported a position in LUX in Q1 2018 and held it in 4 quarters. The position peaked at $364K in Q3 2018. 0 funds tracked by Wall St. Rank hold LUX as of Q1 2019.

  • Bartlett & Co Wealth Management reported no remaining Luxottica Group position as of Q1 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 5,350 Luxottica Group shares in Q1 2019, an estimated $316K.
  • Bartlett & Co Wealth Management first reported a position in Luxottica Group in Q1 2018 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's Luxottica Group position peaked at $364K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Luxottica Group as of Q1 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2019, filed 13 Feb 2024.