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IAG Wealth Partners’s Lumentum LITE Stock Holding History

IAG 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
2024
Q4 		– Sell
-62
Closed -$3.93K – 525
2024
Q3 		$3.93K Buy
+62
New +$3.36K ﹤0.01% 421

Other funds holding LITE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IAG Wealth Partners's LITE Position: Q4 2024 in Review

IAG Wealth Partners sold out of Lumentum (LITE) in Q4 2024, closing a stake of 62 shares — an estimated $3.93K sold.

IAG Wealth Partners first reported a position in LITE in Q3 2024 and held it in 1 quarter. The position peaked at $3.93K in Q3 2024. 449 funds tracked by Wall St. Rank hold LITE as of Q4 2024.

  • IAG Wealth Partners reported no remaining Lumentum position as of Q4 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 62 Lumentum shares in Q4 2024, an estimated $3.93K.
  • IAG Wealth Partners first reported a position in Lumentum in Q3 2024 and held it in 1 quarter.
  • IAG Wealth Partners's Lumentum position peaked at $3.93K in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Lumentum as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.