CFM Wealth Partners’s Lumentum LITE Stock Holding History

CFM Wealth Partners’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 Q3	–	Sell	-2	Closed	–	–	332
2020 Q2	$0	Buy	+2	New	+$152	﹤0.01%	530
2020 Q1	–	Sell	-2	Closed	–	–	567
2019 Q4	$0	Buy	+2	New	+$131	﹤0.01%	489

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

Neuberger Berman Group New York $131B AUM 28.36% 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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

CFM Wealth Partners's LITE Position: Q3 2020 in Review

CFM Wealth Partners sold out of Lumentum (LITE) in Q3 2020, closing a stake of 2 shares.

CFM Wealth Partners first reported a position in LITE in Q4 2019 and held it in 2 quarters. The position peaked at $0 in Q2 2020. 426 funds tracked by Wall St. Rank hold LITE as of Q3 2020.

CFM Wealth Partners reported no remaining Lumentum position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 2 Lumentum shares in Q3 2020.
CFM Wealth Partners first reported a position in Lumentum in Q4 2019 and held it in 2 quarters.
CFM Wealth Partners's Lumentum position peaked at $0 in Q2 2020.
426 funds tracked by Wall St. Rank held Lumentum as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.