UWM
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Urban Wealth Management’s Lumentum LITE Stock Holding History

Urban Wealth Management’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
Q2 		$29K Buy
+365
New +$31.2K 0.1% 122

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

Urban Wealth Management's LITE Position: Q2 2022 in Review

Urban Wealth Management opened a new position in Lumentum (LITE) in Q2 2022: 365 shares worth $29K. The stake represents 0.1% of the portfolio and ranks #122 among its holdings.

466 funds tracked by Wall St. Rank hold LITE as of Q2 2022.

  • Urban Wealth Management held 365 shares of Lumentum worth $29K as of Q2 2022.
  • Lumentum was a new Urban Wealth Management position in Q2 2022.
  • Lumentum made up 0.1% of Urban Wealth Management's portfolio in Q2 2022, its #122 holding.
  • 466 funds tracked by Wall St. Rank held Lumentum as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.