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Personal Wealth Partners’s Lumentum LITE Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-4
Closed – – 251
2021
Q2 		$0 Buy
+4
New +$336 ﹤0.01% 431
2020
Q1 		– Sell
-8
Closed -$1K – 357
2019
Q4 		$1K Hold
8
– – ﹤0.01% 435
2019
Q3 		$0 Buy
8
+4
+100% +$226 ﹤0.01% 618
2019
Q2 		$0 Buy
+4
New +$213 ﹤0.01% 296

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Personal Wealth Partners's LITE Position: Q3 2021 in Review

Personal Wealth Partners sold out of Lumentum (LITE) in Q3 2021, closing a stake of 4 shares.

Personal Wealth Partners first reported a position in LITE in Q2 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 432 funds tracked by Wall St. Rank hold LITE as of Q3 2021.

  • Personal Wealth Partners reported no remaining Lumentum position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 4 Lumentum shares in Q3 2021.
  • Personal Wealth Partners first reported a position in Lumentum in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Lumentum position peaked at $1K in Q4 2019.
  • 432 funds tracked by Wall St. Rank held Lumentum as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.