Certified Advisory Corp’s Lumen LUMN Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-4	Closed	–	–	508
2021 Q1	$0	Buy	+4	New	+$50	﹤0.01%	792
2020 Q2	$0	Hold	6	–	–	﹤0.01%	794
2020 Q1	$0	Sell	6 -50	-89%	-$625	﹤0.01%	820
2019 Q4	$1K	Sell	56 -372	-87%	-$4.99K	﹤0.01%	767
2019 Q3	$5K	Buy	428 +8	+2%	+$95	﹤0.01%	671
2019 Q2	$5K	Sell	420 -199	-32%	-$2.24K	﹤0.01%	683
2019 Q1	$7K	Buy	619 +9	+1%	+$125	﹤0.01%	594
2018 Q4	$9K	Buy	610 +18	+3%	+$344	﹤0.01%	552
2018 Q3	$13K	Sell	592 -184	-24%	-$3.85K	0.01%	529
2018 Q2	$14K	Buy	776 +23	+3%	+$418	0.01%	489
2018 Q1	$12K	Buy	753 +22	+3%	+$382	0.01%	485
2017 Q4	$12K	Buy	+731	New	+$12.4K	0.01%	447

Other funds holding LUMN

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

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

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

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

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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