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JNBA Financial Advisors’s Lumentum LITE Stock Holding History

JNBA Financial 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
Q2 		– Sell
-21
Closed -$2K – 735
2022
Q1 		$2K Hold
21
– – ﹤0.01% 637
2021
Q4 		$2K Hold
21
– – ﹤0.01% 744
2021
Q3 		$2K Hold
21
– – ﹤0.01% 676
2021
Q2 		$2K Hold
21
– – ﹤0.01% 628
2021
Q1 		$2K Hold
21
– – ﹤0.01% 602
2020
Q4 		$2K Hold
21
– – ﹤0.01% 559
2020
Q3 		$2K Buy
+21
New +$1.74K ﹤0.01% 519

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JNBA Financial Advisors's LITE Position: Q2 2022 in Review

JNBA Financial Advisors sold out of Lumentum (LITE) in Q2 2022, closing a stake of 21 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in LITE in Q3 2020 and held it in 7 quarters. The position peaked at $2K in Q1 2022. 466 funds tracked by Wall St. Rank hold LITE as of Q2 2022.

  • JNBA Financial Advisors reported no remaining Lumentum position as of Q2 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 21 Lumentum shares in Q2 2022, an estimated $2K.
  • JNBA Financial Advisors first reported a position in Lumentum in Q3 2020 and held it in 7 quarters.
  • JNBA Financial Advisors's Lumentum position peaked at $2K in Q1 2022.
  • 466 funds tracked by Wall St. Rank held Lumentum as of Q2 2022.

Based on JNBA Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.