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Livelsberger Financial Advisory’s Lumentum LITE Stock Holding History

Livelsberger Financial 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
2024
Q1 		– Sell
-1
Closed -$52 – 118
2023
Q4 		$52 Buy
+1
New +$44 ﹤0.01% 453

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Livelsberger Financial Advisory's LITE Position: Q1 2024 in Review

Livelsberger Financial Advisory sold out of Lumentum (LITE) in Q1 2024, closing a stake of 1 share — an estimated $52 sold.

Livelsberger Financial Advisory first reported a position in LITE in Q4 2023 and held it in 1 quarter. The position peaked at $52 in Q4 2023. 365 funds tracked by Wall St. Rank hold LITE as of Q1 2024.

  • Livelsberger Financial Advisory reported no remaining Lumentum position as of Q1 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 1 Lumentum share in Q1 2024, an estimated $52.
  • Livelsberger Financial Advisory first reported a position in Lumentum in Q4 2023 and held it in 1 quarter.
  • Livelsberger Financial Advisory's Lumentum position peaked at $52 in Q4 2023.
  • 365 funds tracked by Wall St. Rank held Lumentum as of Q1 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q1 2024, filed 22 May 2024.