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Northwest Financial Advisors’s Lumentum LITE Stock Holding History

Northwest 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
2024
Q4 		– Sell
-3
Closed -$189 – 353
2024
Q3 		$189 Buy
+3
New +$162 ﹤0.01% 542
2024
Q1 		– Sell
-3
Closed -$156 – 329
2023
Q4 		$156 Buy
+3
New +$131 ﹤0.01% 549

Other funds holding LITE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northwest Financial Advisors's LITE Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Lumentum (LITE) in Q4 2024, closing a stake of 3 shares — an estimated $189 sold.

Northwest Financial Advisors first reported a position in LITE in Q4 2023 and held it in 2 quarters. The position peaked at $189 in Q3 2024. 449 funds tracked by Wall St. Rank hold LITE as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Lumentum position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 3 Lumentum shares in Q4 2024, an estimated $189.
  • Northwest Financial Advisors first reported a position in Lumentum in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Lumentum position peaked at $189 in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Lumentum as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.