LWS
DATA

Lucia Wealth Services’s Tableau Software, Inc. DATA Stock Holding History

Lucia Wealth Services’s Portfolio DATA Stock Details DATA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-8,947
Closed -$1.49M – 182
2019
Q2 		$1.49M Sell
8,947
-2,122
-19% -$279K 0.51% 38
2019
Q1 		$1.41M Buy
+11,069
New +$1.4M 0.48% 47

Other funds holding DATA

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return

Lucia Wealth Services's DATA Position: Q3 2019 in Review

Lucia Wealth Services sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 8,947 shares — an estimated $1.49M sold.

Lucia Wealth Services first reported a position in DATA in Q1 2019 and held it in 2 quarters. The position peaked at $1.49M in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • Lucia Wealth Services reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 8,947 Tableau Software, Inc. shares in Q3 2019, an estimated $1.49M.
  • Lucia Wealth Services first reported a position in Tableau Software, Inc. in Q1 2019 and held it in 2 quarters.
  • Lucia Wealth Services's Tableau Software, Inc. position peaked at $1.49M in Q2 2019.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Lucia Wealth Services's 13F filing for Q3 2019, filed 9 Oct 2019.