Wealthcare Advisory Partners’s Lumentum LITE Stock Holding History

Wealthcare Advisory 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 Q2	–	Sell	-787	Closed	-$72K	–	1282
2021 Q1	$72K	Buy	+787	New	+$72.8K	0.01%	768
2020 Q2	–	Sell	-187	Closed	-$14K	–	913
2020 Q1	$14K	Buy	187 +81	+76%	+$6.38K	﹤0.01%	827
2019 Q4	$8K	Hold	106	–	–	﹤0.01%	1005
2019 Q3	$6K	Sell	106 -41	-28%	-$2.31K	﹤0.01%	1033
2019 Q2	$8K	Hold	147	–	–	﹤0.01%	961
2019 Q1	$8K	Hold	147	–	–	﹤0.01%	869
2018 Q4	$6K	Buy	+147	New	+$7.24K	﹤0.01%	891

Other funds holding LITE

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Wealthcare Advisory Partners's LITE Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Lumentum (LITE) in Q2 2021, closing a stake of 787 shares — an estimated $72K sold.

Wealthcare Advisory Partners first reported a position in LITE in Q4 2018 and held it in 7 quarters. The position peaked at $72K in Q1 2021. 422 funds tracked by Wall St. Rank hold LITE as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Lumentum position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 787 Lumentum shares in Q2 2021, an estimated $72K.
Wealthcare Advisory Partners first reported a position in Lumentum in Q4 2018 and held it in 7 quarters.
Wealthcare Advisory Partners's Lumentum position peaked at $72K in Q1 2021.
422 funds tracked by Wall St. Rank held Lumentum as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.