Congress Wealth Management’s Lumen LUMN Stock Holding History

Congress 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 Q2	–	Sell	-10,617	Closed	-$16.6K	–	728
2024 Q1	$16.6K	Sell	10,617 -122	-1%	-$191	﹤0.01%	577
2023 Q4	$19.7K	Sell	10,739 -924	-8%	-$1.31K	﹤0.01%	604
2023 Q3	$16.6K	Buy	11,663 +1,050	+10%	+$1.78K	﹤0.01%	597
2023 Q2	$24K	Hold	10,613	–	–	﹤0.01%	550
2023 Q1	$28.1K	Sell	10,613 -55	-0.5%	-$222	﹤0.01%	552
2022 Q4	$55.7K	Hold	10,668	–	–	﹤0.01%	553
2022 Q3	$77K	Sell	10,668 -4,775	-31%	-$48.6K	﹤0.01%	540
2022 Q2	$168K	Sell	15,443 -930	-6%	-$10.4K	﹤0.01%	537
2022 Q1	$184K	Sell	16,373 -5,071	-24%	-$58K	﹤0.01%	585
2021 Q4	$269K	Buy	+21,444	New	+$273K	0.01%	556

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