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Atlas Private Wealth Advisors’s Lumentum LITE Stock Holding History

Atlas Private Wealth Advisors’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
2020
Q4 		– Sell
-25
Closed -$2K – 776
2020
Q3 		$2K Buy
+25
New +$2.07K ﹤0.01% 576

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atlas Private Wealth Advisors's LITE Position: Q4 2020 in Review

Atlas Private Wealth Advisors sold out of Lumentum (LITE) in Q4 2020, closing a stake of 25 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in LITE in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 485 funds tracked by Wall St. Rank hold LITE as of Q4 2020.

  • Atlas Private Wealth Advisors reported no remaining Lumentum position as of Q4 2020 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 25 Lumentum shares in Q4 2020, an estimated $2K.
  • Atlas Private Wealth Advisors first reported a position in Lumentum in Q3 2020 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Lumentum position peaked at $2K in Q3 2020.
  • 485 funds tracked by Wall St. Rank held Lumentum as of Q4 2020.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2020, filed 29 Jan 2021.