GWA
LITE icon

Gibson Wealth Advisors’s Lumentum LITE Stock Holding History

Gibson 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
2022
Q4 		$31K Buy
504
+496
+6,200% +$30.5K ﹤0.01% 108
2022
Q3 		$1K Hold
8
– – ﹤0.01% 107
2022
Q2 		$1K Buy
+8
New +$683 ﹤0.01% 109

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Gibson Wealth Advisors's LITE Position: Q4 2022 in Review

Gibson Wealth Advisors increased its Lumentum (LITE) stake by 6,200% in Q4 2022, buying an estimated $30.5K and bringing the position to 504 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #108.

Gibson Wealth Advisors first reported a position in LITE in Q2 2022 and has held it in 3 quarters since. 429 funds tracked by Wall St. Rank hold LITE as of Q4 2022.

  • Gibson Wealth Advisors held 504 shares of Lumentum worth $31K as of Q4 2022.
  • Gibson Wealth Advisors bought 496 Lumentum shares in Q4 2022, an estimated $30.5K.
  • Lumentum made up ﹤0.01% of Gibson Wealth Advisors's portfolio in Q4 2022, its #108 holding.
  • Gibson Wealth Advisors first reported a position in Lumentum in Q2 2022 and has held it in 3 quarters since.
  • 429 funds tracked by Wall St. Rank held Lumentum as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.