Atria Wealth Solutions’s Lumen LUMN Stock Holding History

Atria Wealth Solutions’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
2025 Q1	–	Sell	-13,025	Closed	-$69.2K	–	1993
2024 Q4	$69.2K	Buy	+13,025	New	+$89.9K	﹤0.01%	1922
2024 Q3	–	Sell	-10,745	Closed	-$11.8K	–	1995
2024 Q2	$11.8K	Hold	10,745	–	–	﹤0.01%	1912
2024 Q1	$16.8K	Sell	10,745 -356	-3%	-$556	﹤0.01%	1945
2023 Q4	$20.3K	Buy	+11,101	New	+$15.7K	﹤0.01%	1911
2023 Q2	–	Sell	-30,960	Closed	-$82K	–	1939
2023 Q1	$82K	Sell	30,960 -8,160	-21%	-$32.9K	﹤0.01%	1770
2022 Q4	$204K	Sell	39,120 -10,885	-22%	-$66.9K	﹤0.01%	1600
2022 Q3	$364K	Buy	50,005 +35,729	+250%	+$364K	0.01%	1190
2022 Q2	$156K	Sell	14,276 -724	-5%	-$8.13K	﹤0.01%	1488
2022 Q1	$169K	Buy	+15,000	New	+$172K	﹤0.01%	1622

Other funds holding LUMN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return