Lucia Wealth Services’s AgEagle Aerial Systems UAVS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-4	Closed	-$1K	–	178
2019 Q2	$1K	Hold	4	–	–	﹤0.01%	171
2019 Q1	$2K	Hold	4	–	–	﹤0.01%	185
2018 Q4	$2K	Hold	4	–	–	﹤0.01%	170
2018 Q3	$7K	Sell	4 -17	-81%	-$30.6K	﹤0.01%	210
2018 Q2	$38K	Sell	21 -19	-48%	-$53K	0.02%	178
2018 Q1	$175K	Buy	40 +10	+33%	+$49K	0.06%	114
2017 Q4	$166K	Buy	+30	New	+$204K	0.07%	120

Other funds holding UAVS

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CGA

Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return

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

Lucia Wealth Services sold out of AgEagle Aerial Systems (UAVS) in Q3 2019, closing a stake of 4 shares — an estimated $1K sold.

Lucia Wealth Services first reported a position in UAVS in Q4 2017 and held it in 7 quarters. The position peaked at $175K in Q1 2018. 5 funds tracked by Wall St. Rank hold UAVS as of Q3 2019.

Lucia Wealth Services reported no remaining AgEagle Aerial Systems position as of Q3 2019 after selling out during the quarter.
Lucia Wealth Services sold 4 AgEagle Aerial Systems shares in Q3 2019, an estimated $1K.
Lucia Wealth Services first reported a position in AgEagle Aerial Systems in Q4 2017 and held it in 7 quarters.
Lucia Wealth Services's AgEagle Aerial Systems position peaked at $175K in Q1 2018.
5 funds tracked by Wall St. Rank held AgEagle Aerial Systems as of Q3 2019.

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