CAN
LUMN icon

Claraphi Advisory Network’s Lumen LUMN Stock Holding History

Claraphi Advisory Network’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
2020
Q2 		– Sell
-8,004
Closed -$76K – 816
2020
Q1 		$76K Buy
+8,004
New +$100K 0.04% 395
2019
Q2 		– Sell
-10,055
Closed -$120K – 260
2019
Q1 		$120K Sell
10,055
-1,029
-9% -$14.3K 0.08% 226
2018
Q4 		$168K Sell
11,084
-2,582
-19% -$49.3K 0.13% 192
2018
Q3 		$290K Sell
13,666
-1,628
-11% -$34.1K 0.16% 174
2018
Q2 		$285K Sell
15,294
-1,079
-7% -$19.6K 0.18% 167
2018
Q1 		$269K Buy
16,373
+155
+1% +$2.69K 0.19% 165
2017
Q4 		$271K Buy
+16,218
New +$275K 0.21% 149

Other funds holding LUMN

Vanguard Group
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return