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Coppell Advisory Solutions’s Lumen LUMN Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-1,071
Closed -$5.78K – 1201
2024
Q4 		$5.78K Buy
1,071
+915
+587% +$6.31K ﹤0.01% 1284
2024
Q3 		$1.14K Sell
156
-830
-84% -$3.54K ﹤0.01% 1556
2024
Q2 		$1.08K Buy
+986
New +$1.25K ﹤0.01% 1489
2023
Q4 		$101 Buy
+55
New +$78 ﹤0.01% 1643
2023
Q3 		– Sell
-885
Closed -$1.97K – 1405
2023
Q2 		$1.97K Buy
+885
New +$1.95K ﹤0.01% 1021

Other funds holding LUMN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return