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BDO Wealth Advisors’s Lumentum LITE Stock Holding History

BDO 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
2023
Q1 		– Sell
-8
Closed -$417 – 1080
2022
Q4 		$417 Hold
8
– – ﹤0.01% 962
2022
Q3 		$1K Hold
8
– – ﹤0.01% 984
2022
Q2 		$1K Hold
8
– – ﹤0.01% 989
2022
Q1 		$1K Hold
8
– – ﹤0.01% 1004
2021
Q4 		$1K Buy
+8
New +$728 ﹤0.01% 1030
2020
Q1 		– Sell
-70
Closed -$6K – 788
2019
Q4 		$6K Buy
+70
New +$4.58K ﹤0.01% 465
2019
Q2 		– Sell
-400
Closed -$23K – 655
2019
Q1 		$23K Buy
+400
New +$19.2K 0.01% 361

Other funds holding LITE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BDO Wealth Advisors's LITE Position: Q1 2023 in Review

BDO Wealth Advisors sold out of Lumentum (LITE) in Q1 2023, closing a stake of 8 shares — an estimated $417 sold.

BDO Wealth Advisors first reported a position in LITE in Q1 2019 and held it in 7 quarters. The position peaked at $23K in Q1 2019. 386 funds tracked by Wall St. Rank hold LITE as of Q1 2023.

  • BDO Wealth Advisors reported no remaining Lumentum position as of Q1 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 8 Lumentum shares in Q1 2023, an estimated $417.
  • BDO Wealth Advisors first reported a position in Lumentum in Q1 2019 and held it in 7 quarters.
  • BDO Wealth Advisors's Lumentum position peaked at $23K in Q1 2019.
  • 386 funds tracked by Wall St. Rank held Lumentum as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.