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Wipfli Financial Advisors’s Lumentum LITE Stock Holding History

Wipfli Financial 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
2022
Q3 		$44K Buy
+636
New +$52.7K ﹤0.01% 1148

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

Wipfli Financial Advisors's LITE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Lumentum (LITE) in Q3 2022: 636 shares worth $44K. The stake represents ﹤0.01% of the portfolio and ranks #1148 among its holdings.

443 funds tracked by Wall St. Rank hold LITE as of Q3 2022.

  • Wipfli Financial Advisors held 636 shares of Lumentum worth $44K as of Q3 2022.
  • Lumentum was a new Wipfli Financial Advisors position in Q3 2022.
  • Lumentum made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1148 holding.
  • 443 funds tracked by Wall St. Rank held Lumentum as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.