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Mine & Arao Wealth Creation & Management’s Lumentum LITE Stock Holding History

Mine & Arao Wealth Creation & Management’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
2023
Q1 		– Sell
-88
Closed -$4.59K – 332
2022
Q4 		$4.59K Hold
88
– – ﹤0.01% 265
2022
Q3 		$6K Hold
88
– – ﹤0.01% 258
2022
Q2 		$7K Hold
88
– – ﹤0.01% 246
2022
Q1 		$9K Hold
88
– – 0.01% 236
2021
Q4 		$9K Buy
+88
New +$8.01K 0.01% 238

Other funds holding LITE

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's LITE Position: Q1 2023 in Review

Mine & Arao Wealth Creation & Management sold out of Lumentum (LITE) in Q1 2023, closing a stake of 88 shares — an estimated $4.59K sold.

Mine & Arao Wealth Creation & Management first reported a position in LITE in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q1 2022. 386 funds tracked by Wall St. Rank hold LITE as of Q1 2023.

  • Mine & Arao Wealth Creation & Management reported no remaining Lumentum position as of Q1 2023 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 88 Lumentum shares in Q1 2023, an estimated $4.59K.
  • Mine & Arao Wealth Creation & Management first reported a position in Lumentum in Q4 2021 and held it in 5 quarters.
  • Mine & Arao Wealth Creation & Management's Lumentum position peaked at $9K in Q1 2022.
  • 386 funds tracked by Wall St. Rank held Lumentum as of Q1 2023.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2023, filed 10 May 2023.