Lucia Wealth Services’s Qualcomm QCOM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$592K	Hold	5,029	–	–	0.14%	98
2020 Q2	$459K	Buy	5,029 +63	+1%	+$5.05K	0.12%	100
2020 Q1	$336K	Hold	4,966	–	–	0.11%	119
2019 Q4	$438K	Buy	4,966 +1,829	+58%	+$153K	0.13%	95
2019 Q3	$239K	Buy	3,137 +163	+5%	+$12.3K	0.08%	102
2019 Q2	$226K	Sell	2,974 -176	-6%	-$12.9K	0.08%	106
2019 Q1	$180K	Buy	3,150 +237	+8%	+$12.8K	0.06%	125
2018 Q4	$166K	Sell	2,913 -13,148	-82%	-$798K	0.08%	119
2018 Q3	$1.16M	Buy	16,061 +699	+5%	+$46K	0.36%	67
2018 Q2	$862K	Buy	15,362 +13,222	+618%	+$738K	0.38%	63
2018 Q1	$119K	Sell	2,140 -8,114	-79%	-$517K	0.04%	122
2017 Q4	$656K	Buy	+10,254	New	+$622K	0.29%	68

Other funds holding QCOM

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 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

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

Lucia Wealth Services held its Qualcomm (QCOM) position steady in Q3 2020 at 5,029 shares worth $592K. The position accounts for 0.14% of the portfolio, ranked #98.

Lucia Wealth Services first reported a position in QCOM in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.16M in Q3 2018. 1,880 funds tracked by Wall St. Rank hold QCOM as of Q3 2020.

Lucia Wealth Services held 5,029 shares of Qualcomm worth $592K as of Q3 2020.
Lucia Wealth Services left its Qualcomm share count unchanged in Q3 2020.
Qualcomm made up 0.14% of Lucia Wealth Services's portfolio in Q3 2020, its #98 holding.
Lucia Wealth Services first reported a position in Qualcomm in Q4 2017 and has held it in 12 quarters since.
Lucia Wealth Services's Qualcomm position peaked at $1.16M in Q3 2018.
1,880 funds tracked by Wall St. Rank held Qualcomm as of Q3 2020.

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