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Lucia Wealth Services’s Aptiv APTV Stock Holding History

Lucia Wealth Services’s Portfolio APTV Stock Details APTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,882
Closed -$938K – 192
2019
Q4 		$938K Sell
9,882
-2,522
-20% -$231K 0.29% 66
2019
Q3 		$1.08M Buy
12,404
+237
+2% +$19.8K 0.36% 55
2019
Q2 		$983K Sell
12,167
-3,299
-21% -$261K 0.34% 58
2019
Q1 		$1.23M Buy
15,466
+1,652
+12% +$127K 0.42% 53
2018
Q4 		$851K Sell
13,814
-5,406
-28% -$392K 0.4% 57
2018
Q3 		$1.61M Buy
+19,220
New +$1.76M 0.5% 48

Other funds holding APTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Lucia Wealth Services's APTV Position: Q1 2020 in Review

Lucia Wealth Services sold out of Aptiv (APTV) in Q1 2020, closing a stake of 9,882 shares — an estimated $938K sold.

Lucia Wealth Services first reported a position in APTV in Q3 2018 and held it in 6 quarters. The position peaked at $1.61M in Q3 2018. 535 funds tracked by Wall St. Rank hold APTV as of Q1 2020.

  • Lucia Wealth Services reported no remaining Aptiv position as of Q1 2020 after selling out during the quarter.
  • Lucia Wealth Services sold 9,882 Aptiv shares in Q1 2020, an estimated $938K.
  • Lucia Wealth Services first reported a position in Aptiv in Q3 2018 and held it in 6 quarters.
  • Lucia Wealth Services's Aptiv position peaked at $1.61M in Q3 2018.
  • 535 funds tracked by Wall St. Rank held Aptiv as of Q1 2020.

Based on Lucia Wealth Services's 13F filing for Q1 2020, filed 8 May 2020.