Beaird Harris Wealth Management’s Lumen LUMN Stock Holding History

Beaird Harris 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 Q3	–	Sell	-257	Closed	-$283	–	652
2024 Q2	$283	Hold	257	–	–	﹤0.01%	647
2024 Q1	$401	Hold	257	–	–	﹤0.01%	601
2023 Q4	$471	Hold	257	–	–	﹤0.01%	572
2023 Q3	$365	Hold	257	–	–	﹤0.01%	423
2023 Q2	$581	Sell	257 -16	-6%	-$35	﹤0.01%	420
2023 Q1	$724	Hold	273	–	–	﹤0.01%	430
2022 Q4	$1.43K	Hold	273	–	–	﹤0.01%	619
2022 Q3	$2K	Sell	273 -1,068	-80%	-$10.9K	﹤0.01%	406
2022 Q2	$15K	Buy	1,341 +1,068	+391%	+$12K	﹤0.01%	222
2022 Q1	$3K	Hold	273	–	–	﹤0.01%	489
2021 Q4	$3K	Buy	+273	New	+$3.48K	﹤0.01%	536

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

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

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return