Sutton Wealth Advisors’s Lumentum LITE Stock Holding History

Sutton Wealth 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
2023 Q3	$361	Sell	8 -11	-58%	-$559	﹤0.01%	823
2023 Q2	$1.08K	Hold	19	–	–	﹤0.01%	772
2023 Q1	$1.03K	Hold	19	–	–	﹤0.01%	726
2022 Q4	$991	Sell	19 -1	-5%	-$61	﹤0.01%	1325
2022 Q3	$1.37K	Sell	20 -2	-9%	-$166	﹤0.01%	1230
2022 Q2	$1.75K	Sell	22 -10	-31%	-$854	﹤0.01%	1199
2022 Q1	$3.12K	Buy	32 +5	+19%	+$489	﹤0.01%	1141
2021 Q4	$2.86K	Buy	27 +8	+42%	+$728	﹤0.01%	1151
2021 Q3	$1.59K	Sell	19 -2	-10%	-$168	﹤0.01%	1200
2021 Q2	$1.72K	Hold	21	–	–	﹤0.01%	1182
2021 Q1	$1.92K	Hold	21	–	–	﹤0.01%	1141
2020 Q4	$1.99K	Hold	21	–	–	﹤0.01%	1110
2020 Q3	$1.58K	Hold	21	–	–	﹤0.01%	1096
2020 Q2	$1.71K	Hold	21	–	–	﹤0.01%	1076
2020 Q1	$1.55K	Hold	21	–	–	﹤0.01%	1058
2019 Q4	$1.67K	Hold	21	–	–	﹤0.01%	1076
2019 Q3	$1.13K	Hold	21	–	–	﹤0.01%	1103
2019 Q2	$1.12K	Hold	21	–	–	﹤0.01%	1096
2019 Q1	$1.19K	Sell	21 -133	-86%	-$6.38K	﹤0.01%	1097
2018 Q4	$6.47K	Sell	154 -64	-29%	-$3.15K	﹤0.01%	837
2018 Q3	$13.1K	Hold	218	–	–	0.01%	734
2018 Q2	$12.6K	Sell	218 -756	-78%	-$45.1K	0.01%	768
2018 Q1	$62.1K	Sell	974 -9	-0.9%	-$516	0.04%	235
2017 Q4	$48.1K	Buy	983 +110	+13%	+$6.13K	0.04%	284
2017 Q3	$47.4K	Hold	873	–	–	0.04%	281
2017 Q2	$49.8K	Hold	873	–	–	0.04%	264
2017 Q1	$46.6K	Hold	873	–	–	0.04%	279
2016 Q4	$33.7K	Hold	873	–	–	0.03%	343
2016 Q3	$36.5K	Hold	873	–	–	0.03%	308
2016 Q2	$21.1K	Hold	873	–	–	0.02%	434
2016 Q1	$23.5K	Buy	+873	New	+$20.2K	0.02%	395

Other funds holding LITE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Sutton Wealth Advisors's LITE Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Lumentum (LITE) stake by 58% in Q3 2023, selling an estimated $559 and leaving 8 shares worth $361. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Sutton Wealth Advisors first reported a position in LITE in Q1 2016 and has held it in 31 quarters since. The position peaked at $62.1K in Q1 2018. 366 funds tracked by Wall St. Rank hold LITE as of Q3 2023.

Sutton Wealth Advisors held 8 shares of Lumentum worth $361 as of Q3 2023.
Sutton Wealth Advisors sold 11 Lumentum shares in Q3 2023, an estimated $559.
Lumentum made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #823 holding.
Sutton Wealth Advisors first reported a position in Lumentum in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Lumentum position peaked at $62.1K in Q1 2018.
366 funds tracked by Wall St. Rank held Lumentum as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.