1WA
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180 Wealth Advisors’s Lumen LUMN Stock Holding History

180 Wealth Advisors’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,914
Closed -$143K – 245
2019
Q4 		$143K Sell
10,914
-575
-5% -$7.71K 0.06% 256
2019
Q3 		$135K Sell
11,489
-631
-5% -$7.49K 0.06% 248
2019
Q2 		$146K Sell
12,120
-1,156
-9% -$13K 0.07% 241
2019
Q1 		$151K Sell
13,276
-23,071
-63% -$321K 0.07% 245
2018
Q4 		$771K Hold
36,347
– – 0.36% 83
2018
Q3 		$771K Buy
36,347
+23,446
+182% +$491K 0.36% 86
2018
Q2 		$240K Sell
12,901
-9,888
-43% -$180K 0.12% 203
2018
Q1 		$371K Sell
22,789
-2,226
-9% -$38.6K 0.19% 140
2017
Q4 		$417K Buy
+25,015
New +$424K 0.21% 125

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return