Castle Financial & Retirement Planning Associates’s Lumentum LITE Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$1K	Buy	+7	New	+$637	﹤0.01%	187

Other funds holding LITE

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's LITE Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Lumentum (LITE) in Q4 2021: 7 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #187 among its holdings.

486 funds tracked by Wall St. Rank hold LITE as of Q4 2021.

Castle Financial & Retirement Planning Associates held 7 shares of Lumentum worth $1K as of Q4 2021.
Lumentum was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Lumentum made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #187 holding.
486 funds tracked by Wall St. Rank held Lumentum as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.