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Coppell Advisory Solutions’s Lumentum LITE Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-263
Closed -$22.1K – 1182
2024
Q4 		$22.1K Buy
+263
New +$20.5K ﹤0.01% 839
2024
Q3 		– Sell
-1
Closed -$51 – 1924
2024
Q2 		$51 Buy
+1
New +$45 ﹤0.01% 1756
2023
Q4 		$52 Buy
+1
New +$44 ﹤0.01% 1674

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Coppell Advisory Solutions's LITE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Lumentum (LITE) in Q1 2025, closing a stake of 263 shares — an estimated $22.1K sold.

Coppell Advisory Solutions first reported a position in LITE in Q4 2023 and held it in 3 quarters. The position peaked at $22.1K in Q4 2024. 420 funds tracked by Wall St. Rank hold LITE as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Lumentum position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 263 Lumentum shares in Q1 2025, an estimated $22.1K.
  • Coppell Advisory Solutions first reported a position in Lumentum in Q4 2023 and held it in 3 quarters.
  • Coppell Advisory Solutions's Lumentum position peaked at $22.1K in Q4 2024.
  • 420 funds tracked by Wall St. Rank held Lumentum as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.