AWM
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Accel Wealth Management’s Lumentum LITE Stock Holding History

Accel Wealth Management’s Portfolio LITE Stock Details LITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-125
Closed -$12K – 1049
2022
Q1 		$12K Hold
125
– – 0.01% 680
2021
Q4 		$13K Hold
125
– – 0.01% 660
2021
Q3 		$10K Sell
125
-55
-31% -$4.61K 0.01% 642
2021
Q2 		$15K Buy
180
+55
+44% +$4.62K 0.01% 609
2021
Q1 		$11K Hold
125
– – 0.01% 641
2020
Q4 		$12K Buy
+125
New +$10.8K 0.01% 588

Other funds holding LITE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Accel Wealth Management's LITE Position: Q2 2022 in Review

Accel Wealth Management sold out of Lumentum (LITE) in Q2 2022, closing a stake of 125 shares — an estimated $12K sold.

Accel Wealth Management first reported a position in LITE in Q4 2020 and held it in 6 quarters. The position peaked at $15K in Q2 2021. 466 funds tracked by Wall St. Rank hold LITE as of Q2 2022.

  • Accel Wealth Management reported no remaining Lumentum position as of Q2 2022 after selling out during the quarter.
  • Accel Wealth Management sold 125 Lumentum shares in Q2 2022, an estimated $12K.
  • Accel Wealth Management first reported a position in Lumentum in Q4 2020 and held it in 6 quarters.
  • Accel Wealth Management's Lumentum position peaked at $15K in Q2 2021.
  • 466 funds tracked by Wall St. Rank held Lumentum as of Q2 2022.

Based on Accel Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.