Buckingham Strategic Wealth’s Lumen LUMN Stock Holding History

Buckingham Strategic Wealth’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 Q2	$17.6K	Buy	16,038 +1,102	+7%	+$1.4K	﹤0.01%	765
2024 Q1	$23.3K	Buy	+14,936	New	+$23.3K	﹤0.01%	756
2022 Q4	–	Sell	-18,402	Closed	-$134K	–	644
2022 Q3	$134K	Buy	18,402 +7,852	+74%	+$79.9K	﹤0.01%	564
2022 Q2	$115K	Sell	10,550 -397	-4%	-$4.46K	﹤0.01%	574
2022 Q1	$123K	Buy	+10,947	New	+$125K	﹤0.01%	577
2019 Q4	–	Sell	-20,933	Closed	-$261K	–	473
2019 Q3	$261K	Buy	20,933 +522	+3%	+$6.2K	0.03%	352
2019 Q2	$240K	Buy	20,411 +2,310	+13%	+$26K	0.03%	384
2019 Q1	$217K	Buy	+18,101	New	+$252K	0.03%	376

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

Invesco Atlanta, Georgia $653B AUM 32.41% 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