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Destiny Wealth Partners’s Lumentum LITE Stock Holding History

Destiny 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
2023
Q1 		– Sell
-5
Closed -$261 – 430
2022
Q4 		$261 Hold
5
– – ﹤0.01% 666
2022
Q3 		$0 Hold
5
– – ﹤0.01% 606
2022
Q2 		$0 Hold
5
– – ﹤0.01% 632
2022
Q1 		$0 Hold
5
– – ﹤0.01% 583
2021
Q4 		$1K Buy
+5
New +$455 ﹤0.01% 533

Other funds holding LITE

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Destiny Wealth Partners's LITE Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Lumentum (LITE) in Q1 2023, closing a stake of 5 shares — an estimated $261 sold.

Destiny Wealth Partners first reported a position in LITE in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 386 funds tracked by Wall St. Rank hold LITE as of Q1 2023.

  • Destiny Wealth Partners reported no remaining Lumentum position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 5 Lumentum shares in Q1 2023, an estimated $261.
  • Destiny Wealth Partners first reported a position in Lumentum in Q4 2021 and held it in 5 quarters.
  • Destiny Wealth Partners's Lumentum position peaked at $1K in Q4 2021.
  • 386 funds tracked by Wall St. Rank held Lumentum as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.