My Personal CFO LLC’s Lumentum LITE Stock Holding History

My Personal CFO LLC’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	-4	Closed	-$209	–	491
2022 Q4	$209	Buy	+4	New	+$246	﹤0.01%	890

Other funds holding LITE

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

My Personal CFO LLC's LITE Position: Q1 2023 in Review

My Personal CFO LLC sold out of Lumentum (LITE) in Q1 2023, closing a stake of 4 shares — an estimated $209 sold.

My Personal CFO LLC first reported a position in LITE in Q4 2022 and held it in 1 quarter. The position peaked at $209 in Q4 2022. 386 funds tracked by Wall St. Rank hold LITE as of Q1 2023.

My Personal CFO LLC reported no remaining Lumentum position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 4 Lumentum shares in Q1 2023, an estimated $209.
My Personal CFO LLC first reported a position in Lumentum in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Lumentum position peaked at $209 in Q4 2022.
386 funds tracked by Wall St. Rank held Lumentum as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.