AFS
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Annapolis Financial Services’s Lumen LUMN Stock Holding History

Annapolis Financial Services’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
2022
Q4 		– Sell
-1,901
Closed -$14K – 495
2022
Q3 		$14K Buy
1,901
+1,863
+4,903% +$19K 0.01% 302
2022
Q2 		$0 Hold
38
– – ﹤0.01% 477
2022
Q1 		$0 Hold
38
– – ﹤0.01% 488
2021
Q4 		$0 Hold
38
– – ﹤0.01% 487
2021
Q3 		$0 Hold
38
– – ﹤0.01% 458
2021
Q2 		$1K Hold
38
– – ﹤0.01% 401
2021
Q1 		$1K Hold
38
– – ﹤0.01% 392
2020
Q4 		$0 Buy
+38
New +$375 ﹤0.01% 410

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return