Crewe Advisors’s Lumen LUMN Stock Holding History

Crewe 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	-1,412	Closed	-$2.2K	–	994
2024 Q1	$2.2K	Hold	1,412	–	–	﹤0.01%	844
2023 Q4	$2.58K	Hold	1,412	–	–	﹤0.01%	281
2023 Q3	$2.01K	Hold	1,412	–	–	﹤0.01%	331
2023 Q2	$3.19K	Hold	1,412	–	–	﹤0.01%	503
2023 Q1	$3.74K	Buy	1,412 +173	+14%	+$698	﹤0.01%	667
2022 Q4	$6.47K	Buy	1,239 +334	+37%	+$2.05K	﹤0.01%	631
2022 Q3	$7K	Buy	905 +325	+56%	+$3.31K	﹤0.01%	763
2022 Q2	$6K	Buy	+580	New	+$6.51K	﹤0.01%	723
2020 Q4	–	Sell	-670	Closed	-$7K	–	568
2020 Q3	$7K	Buy	+670	New	+$6.96K	﹤0.01%	303
2019 Q3	–	Sell	-80	Closed	-$1K	–	276
2019 Q2	$1K	Hold	80	–	–	﹤0.01%	286
2019 Q1	$1K	Buy	+80	New	+$1.11K	﹤0.01%	233

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