Baldwin Wealth Partners’s Lumen LUMN Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-142	Closed	-$1.01K	–	685
2024 Q3	$1.01K	Hold	142	–	–	﹤0.01%	1007
2024 Q2	$156	Hold	142	–	–	﹤0.01%	763
2024 Q1	$222	Hold	142	–	–	﹤0.01%	681
2023 Q4	$260	Hold	142	–	–	﹤0.01%	713
2023 Q3	$202	Hold	142	–	–	﹤0.01%	739
2023 Q2	$321	Hold	142	–	–	﹤0.01%	751
2023 Q1	$376	Hold	142	–	–	﹤0.01%	782
2022 Q4	$741	Buy	+142	New	+$873	﹤0.01%	751
2021 Q3	–	Sell	-350	Closed	-$5K	–	660
2021 Q2	$5K	Buy	+350	New	+$4.83K	﹤0.01%	584
2018 Q1	–	Sell	-94	Closed	-$2K	–	499
2017 Q4	$2K	Buy	+94	New	+$1.59K	﹤0.01%	459
2016 Q4	–	Sell	-166	Closed	-$5K	–	525
2016 Q3	$5K	Hold	166	–	–	﹤0.01%	489
2016 Q2	$5K	Hold	166	–	–	﹤0.01%	426
2016 Q1	$5K	Buy	+166	New	+$4.65K	﹤0.01%	440

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM