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Clearview Wealth Advisors’s Lumentum LITE Stock Holding History

Clearview 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
Q3 		– Sell
-89
Closed -$5.05K – 395
2023
Q2 		$5.05K Hold
89
– – 0.01% 430
2023
Q1 		$4.81K Buy
89
+3
+3% +$167 ﹤0.01% 432
2022
Q4 		$4.49K Sell
86
-48
-36% -$2.95K ﹤0.01% 407
2022
Q3 		$9K Sell
134
-67
-33% -$5.55K 0.01% 347
2022
Q2 		$16K Sell
201
-3
-1% -$256 0.01% 302
2022
Q1 		$20K Sell
204
-3
-1% -$293 0.01% 302
2021
Q4 		$22K Sell
207
-35
-14% -$3.19K 0.01% 322
2021
Q3 		$20K Hold
242
– – 0.01% 335
2021
Q2 		$20K Buy
242
+48
+25% +$4.04K 0.01% 341
2021
Q1 		$18K Buy
194
+33
+20% +$3.06K 0.01% 344
2020
Q4 		$15K Buy
+161
New +$13.9K 0.01% 330

Other funds holding LITE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Clearview Wealth Advisors's LITE Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Lumentum (LITE) in Q3 2023, closing a stake of 89 shares — an estimated $5.05K sold.

Clearview Wealth Advisors first reported a position in LITE in Q4 2020 and held it in 11 quarters. The position peaked at $22K in Q4 2021. 366 funds tracked by Wall St. Rank hold LITE as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Lumentum position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 89 Lumentum shares in Q3 2023, an estimated $5.05K.
  • Clearview Wealth Advisors first reported a position in Lumentum in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Lumentum position peaked at $22K in Q4 2021.
  • 366 funds tracked by Wall St. Rank held Lumentum as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.