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MPS Loria Financial Planners’s Lumentum LITE Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-17
Closed -$1K – 372
2021
Q1 		$1K Hold
17
– – ﹤0.01% 515
2020
Q4 		$2K Hold
17
– – ﹤0.01% 474
2020
Q3 		$1K Hold
17
– – ﹤0.01% 310
2020
Q2 		$1K Buy
+17
New +$1.29K ﹤0.01% 319
2017
Q3 		– Sell
-6
Closed – – 224
2017
Q2 		$0 Buy
+6
New +$322 ﹤0.01% 395

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

MPS Loria Financial Planners's LITE Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Lumentum (LITE) in Q2 2021, closing a stake of 17 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in LITE in Q2 2017 and held it in 5 quarters. The position peaked at $2K in Q4 2020. 422 funds tracked by Wall St. Rank hold LITE as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Lumentum position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 17 Lumentum shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Lumentum in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Lumentum position peaked at $2K in Q4 2020.
  • 422 funds tracked by Wall St. Rank held Lumentum as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.