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Clarus Wealth Advisors’s Lumentum LITE Stock Holding History

Clarus 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
2019
Q3 		– Sell
-77
Closed -$4K – 385
2019
Q2 		$4K Buy
77
+25
+48% +$1.33K ﹤0.01% 516
2019
Q1 		$3K Buy
+52
New +$2.49K ﹤0.01% 638
2018
Q4 		– Sell
-64
Closed -$4K – 702
2018
Q3 		$4K Sell
64
-2
-3% -$120 ﹤0.01% 635
2018
Q2 		$4K Buy
+66
New +$3.93K ﹤0.01% 647

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clarus Wealth Advisors's LITE Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Lumentum (LITE) in Q3 2019, closing a stake of 77 shares — an estimated $4K sold.

Clarus Wealth Advisors first reported a position in LITE in Q2 2018 and held it in 4 quarters. The position peaked at $4K in Q2 2019. 344 funds tracked by Wall St. Rank hold LITE as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Lumentum position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 77 Lumentum shares in Q3 2019, an estimated $4K.
  • Clarus Wealth Advisors first reported a position in Lumentum in Q2 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's Lumentum position peaked at $4K in Q2 2019.
  • 344 funds tracked by Wall St. Rank held Lumentum as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.