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Global Wealth Management Investment Advisory’s Lumentum LITE Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-52
Closed -$4K – 544
2020
Q2 		$4K Buy
52
+2
+4% +$152 ﹤0.01% 452
2020
Q1 		$4K Hold
50
– – ﹤0.01% 437
2019
Q4 		$4K Hold
50
– – ﹤0.01% 457
2019
Q3 		$3K Sell
50
-13
-21% -$733 ﹤0.01% 463
2019
Q2 		$3K Sell
63
-2
-3% -$107 ﹤0.01% 501
2019
Q1 		$4K Hold
65
– – ﹤0.01% 471
2018
Q4 		$3K Buy
+65
New +$3.2K ﹤0.01% 539

Other funds holding LITE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's LITE Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Lumentum (LITE) in Q3 2020, closing a stake of 52 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in LITE in Q4 2018 and held it in 7 quarters. The position peaked at $4K in Q2 2020. 426 funds tracked by Wall St. Rank hold LITE as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Lumentum position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 52 Lumentum shares in Q3 2020, an estimated $4K.
  • Global Wealth Management Investment Advisory first reported a position in Lumentum in Q4 2018 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's Lumentum position peaked at $4K in Q2 2020.
  • 426 funds tracked by Wall St. Rank held Lumentum as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.