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Lucia Wealth Services’s Skyworks Solutions SWKS Stock Holding History

Lucia Wealth Services’s Portfolio SWKS Stock Details SWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$971K Buy
6,673
+1,209
+22% +$168K 0.23% 76
2020
Q2 		$699K Sell
5,464
-652
-11% -$72.2K 0.18% 86
2020
Q1 		$547K Buy
+6,116
New +$653K 0.18% 98
2018
Q4 		– Sell
-18,254
Closed -$1.66M – 218
2018
Q3 		$1.66M Buy
+18,254
New +$1.71M 0.52% 46

Other funds holding SWKS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Lucia Wealth Services increased its Skyworks Solutions (SWKS) stake by 22% in Q3 2020, buying an estimated $168K and bringing the position to 6,673 shares worth $971K. The position accounts for 0.23% of the portfolio, ranked #76.

Lucia Wealth Services first reported a position in SWKS in Q3 2018 and has held it in 4 quarters since. The position peaked at $1.66M in Q3 2018. 888 funds tracked by Wall St. Rank hold SWKS as of Q3 2020.

  • Lucia Wealth Services held 6,673 shares of Skyworks Solutions worth $971K as of Q3 2020.
  • Lucia Wealth Services bought 1,209 Skyworks Solutions shares in Q3 2020, an estimated $168K.
  • Skyworks Solutions made up 0.23% of Lucia Wealth Services's portfolio in Q3 2020, its #76 holding.
  • Lucia Wealth Services first reported a position in Skyworks Solutions in Q3 2018 and has held it in 4 quarters since.
  • Lucia Wealth Services's Skyworks Solutions position peaked at $1.66M in Q3 2018.
  • 888 funds tracked by Wall St. Rank held Skyworks Solutions as of Q3 2020.

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