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Optimum Investment Advisors’s Lumentum LITE Stock Holding History

Optimum Investment 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
2022
Q1 		– Sell
-325
Closed -$34K – 873
2021
Q4 		$34K Sell
325
-675
-68% -$61.5K 0.01% 527
2021
Q3 		$84K Sell
1,000
-125
-11% -$10.5K 0.04% 359
2021
Q2 		$92K Sell
1,125
-1,381
-55% -$116K 0.03% 397
2021
Q1 		$229K Buy
2,506
+806
+47% +$74.6K 0.07% 240
2020
Q4 		$161K Sell
1,700
-50
-3% -$4.31K 0.05% 281
2020
Q3 		$131K Sell
1,750
-1,250
-42% -$104K 0.04% 290
2020
Q2 		$244K Buy
+3,000
New +$229K 0.09% 214

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Optimum Investment Advisors's LITE Position: Q1 2022 in Review

Optimum Investment Advisors sold out of Lumentum (LITE) in Q1 2022, closing a stake of 325 shares — an estimated $34K sold.

Optimum Investment Advisors first reported a position in LITE in Q2 2020 and held it in 7 quarters. The position peaked at $244K in Q2 2020. 479 funds tracked by Wall St. Rank hold LITE as of Q1 2022.

  • Optimum Investment Advisors reported no remaining Lumentum position as of Q1 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 325 Lumentum shares in Q1 2022, an estimated $34K.
  • Optimum Investment Advisors first reported a position in Lumentum in Q2 2020 and held it in 7 quarters.
  • Optimum Investment Advisors's Lumentum position peaked at $244K in Q2 2020.
  • 479 funds tracked by Wall St. Rank held Lumentum as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.