AWM
LUMN icon

Accel Wealth Management’s Lumen LUMN Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-7,548
Closed -$20K – 565
2023
Q1 		$20K Hold
7,548
– – 0.01% 711
2022
Q4 		$39.4K Hold
7,548
– – 0.02% 396
2022
Q3 		$61K Sell
7,548
-382
-5% -$3.89K 0.03% 327
2022
Q2 		$85K Buy
7,930
+15
+0.2% +$168 0.05% 258
2022
Q1 		$91K Buy
7,915
+414
+6% +$4.74K 0.05% 267
2021
Q4 		$94K Buy
7,501
+12
+0.2% +$153 0.05% 271
2021
Q3 		$93K Buy
7,489
+12
+0.2% +$150 0.06% 230
2021
Q2 		$102K Buy
7,477
+10
+0.1% +$138 0.07% 233
2021
Q1 		$100K Sell
7,467
-590
-7% -$7.33K 0.08% 216
2020
Q4 		$79K Buy
+8,057
New +$79.5K 0.07% 231

Other funds holding LUMN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return