Centerpoint Advisors’s Lumen LUMN Stock Holding History

Centerpoint Advisors’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	–	Sell	-125	Closed	–	–	455
2024 Q1	$0	Hold	125	–	–	﹤0.01%	446
2023 Q4	$0	Sell	125 -650	-84%	-$921	﹤0.01%	527
2023 Q3	$1K	Hold	775	–	–	﹤0.01%	510
2023 Q2	$2K	Hold	775	–	–	﹤0.01%	449
2023 Q1	$2K	Buy	775 +650	+520%	+$2.62K	﹤0.01%	442
2022 Q4	$1K	Buy	+125	New	+$768	﹤0.01%	452
2022 Q2	–	Sell	-39	Closed	–	–	419
2022 Q1	$0	Sell	39 -80	-67%	-$916	﹤0.01%	435
2021 Q4	$1K	Buy	+119	New	+$1.51K	﹤0.01%	384
2021 Q2	–	Sell	-43	Closed	-$1K	–	295
2021 Q1	$1K	Hold	43	–	–	﹤0.01%	251
2020 Q4	$0	Buy	43 +1	+2%	+$10	﹤0.01%	253
2020 Q3	$0	Buy	42 +1	+2%	+$10	﹤0.01%	257
2020 Q2	$0	Buy	41 +1	+3%	+$10	﹤0.01%	287
2020 Q1	$0	Buy	40 +1	+3%	+$13	﹤0.01%	265
2019 Q4	$1K	Buy	+39	New	+$523	﹤0.01%	260
2019 Q2	–	Sell	-500	Closed	-$6K	–	267
2019 Q1	$6K	Buy	+500	New	+$6.95K	0.01%	179

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