JPLA
HLIT icon

Joseph P. Lucia & Associates’s Harmonic Inc HLIT Stock Holding History

Joseph P. Lucia & Associates’s Portfolio HLIT Stock Details HLIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-450
Closed -$3K – 233
2020
Q2 		$3K Hold
450
– – ﹤0.01% 412
2020
Q1 		$3K Hold
450
– – ﹤0.01% 374
2019
Q4 		$3K Hold
450
– – ﹤0.01% 394
2019
Q3 		$3K Hold
450
– – ﹤0.01% 395
2019
Q2 		$2K Buy
+450
New +$2.5K ﹤0.01% 405

Other funds holding HLIT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Joseph P. Lucia & Associates's HLIT Position: Q3 2020 in Review

Joseph P. Lucia & Associates sold out of Harmonic Inc (HLIT) in Q3 2020, closing a stake of 450 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in HLIT in Q2 2019 and held it in 5 quarters. The position peaked at $3K in Q2 2020. 138 funds tracked by Wall St. Rank hold HLIT as of Q3 2020.

  • Joseph P. Lucia & Associates reported no remaining Harmonic Inc position as of Q3 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 450 Harmonic Inc shares in Q3 2020, an estimated $3K.
  • Joseph P. Lucia & Associates first reported a position in Harmonic Inc in Q2 2019 and held it in 5 quarters.
  • Joseph P. Lucia & Associates's Harmonic Inc position peaked at $3K in Q2 2020.
  • 138 funds tracked by Wall St. Rank held Harmonic Inc as of Q3 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2020, filed 20 Oct 2020.