AWM
LUMN icon

Accurate Wealth Management’s Lumen LUMN Stock Holding History

Accurate 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
2024
Q1 		– Sell
-33,534
Closed -$53K – 298
2023
Q4 		$53K Sell
33,534
-7,150
-18% -$10.1K 0.02% 270
2023
Q3 		$57.8K Sell
40,684
-410
-1% -$694 0.02% 266
2023
Q2 		$76K Sell
41,094
-19,390
-32% -$42.7K 0.02% 268
2023
Q1 		$148K Buy
60,484
+24,608
+69% +$99.3K 0.05% 241
2022
Q4 		$201K Buy
35,876
+14,358
+67% +$88.2K 0.07% 209
2022
Q3 		$236K Buy
+21,518
New +$219K 0.1% 160

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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