AWM
LUMN icon

Apollon Wealth Management’s Lumen LUMN Stock Holding History

Apollon 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
-10,664
Closed -$19.5K – 1145
2023
Q4 		$19.5K Buy
+10,664
New +$15.1K ﹤0.01% 1061
2023
Q3 		– Sell
-14,634
Closed -$33.1K – 957
2023
Q2 		$33.1K Sell
14,634
-1,568
-10% -$3.45K ﹤0.01% 925
2023
Q1 		$42.9K Sell
16,202
-20,304
-56% -$81.9K ﹤0.01% 845
2022
Q4 		$191K Buy
36,506
+15,925
+77% +$97.9K 0.01% 785
2022
Q3 		$150K Buy
20,581
+5,669
+38% +$57.7K 0.01% 740
2022
Q2 		$163K Buy
14,912
+399
+3% +$4.48K 0.01% 694
2022
Q1 		$164K Buy
+14,513
New +$166K 0.01% 705

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