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Retirement Planning Company of New England’s Lumentum LITE Stock Holding History

Retirement Planning Company of New England’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
-24
Closed -$2K – 589
2021
Q4 		$2K Buy
+24
New +$2.19K ﹤0.01% 858

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Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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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

Retirement Planning Company of New England's LITE Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Lumentum (LITE) in Q1 2022, closing a stake of 24 shares — an estimated $2K sold.

Retirement Planning Company of New England first reported a position in LITE in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 480 funds tracked by Wall St. Rank hold LITE as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Lumentum position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 24 Lumentum shares in Q1 2022, an estimated $2K.
  • Retirement Planning Company of New England first reported a position in Lumentum in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Lumentum position peaked at $2K in Q4 2021.
  • 480 funds tracked by Wall St. Rank held Lumentum as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.