Lucia Wealth Services’s Alphabet (Google) Class A GOOGL Stock Holding History

Lucia Wealth Services’s Portfolio GOOGL Stock Details GOOGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$129K	Buy	1,760 +20	+1%	+$1.52K	0.03%	141
2020 Q2	$123K	Hold	1,740	–	–	0.03%	134
2020 Q1	$101K	Sell	1,740 -280	-14%	-$19K	0.03%	146
2019 Q4	$135K	Sell	2,020 -260	-11%	-$16.8K	0.04%	127
2019 Q3	$139K	Buy	2,280 +220	+11%	+$13K	0.05%	109
2019 Q2	$112K	Hold	2,060	–	–	0.04%	123
2019 Q1	$121K	Buy	2,060 +20	+1%	+$1.13K	0.04%	138
2018 Q4	$107K	Sell	2,040 -30,740	-94%	-$1.66M	0.05%	131
2018 Q3	$1.98M	Sell	32,780 -4,860	-13%	-$294K	0.62%	37
2018 Q2	$2.13M	Sell	37,640 -7,000	-16%	-$381K	0.93%	24
2018 Q1	$2.31M	Buy	44,640 +7,680	+21%	+$426K	0.75%	53
2017 Q4	$1.95M	Buy	+36,960	New	+$1.91M	0.86%	29

Other funds holding GOOGL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lucia Wealth Services's GOOGL Position: Q3 2020 in Review

Lucia Wealth Services increased its Alphabet (Google) Class A (GOOGL) stake by 1.1% in Q3 2020, buying an estimated $1.52K and bringing the position to 1,760 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #141.

Lucia Wealth Services first reported a position in GOOGL in Q4 2017 and has held it in 12 quarters since. The position peaked at $2.31M in Q1 2018. 2,885 funds tracked by Wall St. Rank hold GOOGL as of Q3 2020.

Lucia Wealth Services held 1,760 shares of Alphabet (Google) Class A worth $129K as of Q3 2020.
Lucia Wealth Services bought 20 Alphabet (Google) Class A shares in Q3 2020, an estimated $1.52K.
Alphabet (Google) Class A made up 0.03% of Lucia Wealth Services's portfolio in Q3 2020, its #141 holding.
Lucia Wealth Services first reported a position in Alphabet (Google) Class A in Q4 2017 and has held it in 12 quarters since.
Lucia Wealth Services's Alphabet (Google) Class A position peaked at $2.31M in Q1 2018.
2,885 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.