Leverty Financial Group’s Lumentum LITE Stock Holding History

Leverty Financial Group’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 Q1	–	Sell	-12	Closed	-$1K	–	80
2021 Q4	$1K	Buy	+12	New	+$1.09K	﹤0.01%	124

Other funds holding LITE

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Leverty Financial Group's LITE Position: Q1 2022 in Review

Leverty Financial Group sold out of Lumentum (LITE) in Q1 2022, closing a stake of 12 shares — an estimated $1K sold.

Leverty Financial Group first reported a position in LITE in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 479 funds tracked by Wall St. Rank hold LITE as of Q1 2022.

Leverty Financial Group reported no remaining Lumentum position as of Q1 2022 after selling out during the quarter.
Leverty Financial Group sold 12 Lumentum shares in Q1 2022, an estimated $1K.
Leverty Financial Group first reported a position in Lumentum in Q4 2021 and held it in 1 quarter.
Leverty Financial Group's Lumentum position peaked at $1K in Q4 2021.
479 funds tracked by Wall St. Rank held Lumentum as of Q1 2022.

Based on Leverty Financial Group's 13F filing for Q1 2022, filed 20 Apr 2022.