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LGT Financial Advisors’s Lumentum LITE Stock Holding History

LGT 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
2025
Q1 		– Sell
-128
Closed -$10.7K – 544
2024
Q4 		$10.7K Buy
128
+81
+172% +$6.31K 0.02% 424
2024
Q3 		$2.98K Hold
47
– – 0.01% 627
2024
Q2 		$2.39K Hold
47
– – 0.01% 723
2024
Q1 		$2.23K Hold
47
– – ﹤0.01% 746
2023
Q4 		$2.46K Hold
47
– – ﹤0.01% 781
2023
Q3 		$2.12K Buy
+47
New +$2.39K ﹤0.01% 832

Other funds holding LITE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 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

LGT Financial Advisors's LITE Position: Q1 2025 in Review

LGT Financial Advisors sold out of Lumentum (LITE) in Q1 2025, closing a stake of 128 shares — an estimated $10.7K sold.

LGT Financial Advisors first reported a position in LITE in Q3 2023 and held it in 6 quarters. The position peaked at $10.7K in Q4 2024. 420 funds tracked by Wall St. Rank hold LITE as of Q1 2025.

  • LGT Financial Advisors reported no remaining Lumentum position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 128 Lumentum shares in Q1 2025, an estimated $10.7K.
  • LGT Financial Advisors first reported a position in Lumentum in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Lumentum position peaked at $10.7K in Q4 2024.
  • 420 funds tracked by Wall St. Rank held Lumentum as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.