RWB
LITE icon

RMR Wealth Builders’s Lumentum LITE Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-60
Closed -$5K – 455
2021
Q1 		$5K Hold
60
– – ﹤0.01% 673
2020
Q4 		$6K Buy
+60
New +$5.17K ﹤0.01% 449
2020
Q3 		– Sell
-60
Closed -$5K – 361
2020
Q2 		$5K Buy
+60
New +$4.57K ﹤0.01% 383
2019
Q4 		$5K Buy
+60
New +$3.93K ﹤0.01% 374

Other funds holding LITE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

RMR Wealth Builders's LITE Position: Q2 2021 in Review

RMR Wealth Builders sold out of Lumentum (LITE) in Q2 2021, closing a stake of 60 shares — an estimated $5K sold.

RMR Wealth Builders first reported a position in LITE in Q4 2019 and held it in 4 quarters. The position peaked at $6K in Q4 2020. 423 funds tracked by Wall St. Rank hold LITE as of Q2 2021.

  • RMR Wealth Builders reported no remaining Lumentum position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 60 Lumentum shares in Q2 2021, an estimated $5K.
  • RMR Wealth Builders first reported a position in Lumentum in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Lumentum position peaked at $6K in Q4 2020.
  • 423 funds tracked by Wall St. Rank held Lumentum as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.