BWA
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Boulder Wealth Advisors’s Lumentum LITE Stock Holding History

Boulder 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
2022
Q4 		$0 Buy
+2
New +$123 ﹤0.01% 121

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Boulder Wealth Advisors's LITE Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in Lumentum (LITE) in Q4 2022: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #121 among its holdings.

429 funds tracked by Wall St. Rank hold LITE as of Q4 2022.

  • Boulder Wealth Advisors held 2 shares of Lumentum worth $0 as of Q4 2022.
  • Lumentum was a new Boulder Wealth Advisors position in Q4 2022.
  • Lumentum made up ﹤0.01% of Boulder Wealth Advisors's portfolio in Q4 2022, its #121 holding.
  • 429 funds tracked by Wall St. Rank held Lumentum as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.