Evoke Wealth’s Lumen LUMN Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-1,331	Closed	-$10K	–	806
2022 Q3	$10K	Buy	1,331 +538	+68%	+$5.47K	﹤0.01%	752
2022 Q2	$9K	Buy	793 +577	+267%	+$6.47K	﹤0.01%	785
2022 Q1	$2K	Sell	216 -369	-63%	-$4.22K	﹤0.01%	1049
2021 Q4	$7K	Hold	585	–	–	﹤0.01%	842
2021 Q3	$7K	Hold	585	–	–	﹤0.01%	798
2021 Q2	$8K	Sell	585 -302	-34%	-$4.17K	﹤0.01%	778
2021 Q1	$12K	Buy	887 +302	+52%	+$3.75K	﹤0.01%	659
2020 Q4	$6K	Sell	585 -51	-8%	-$503	﹤0.01%	681
2020 Q3	$6K	Buy	636 +428	+206%	+$4.45K	﹤0.01%	630
2020 Q2	$2K	Sell	208 -296	-59%	-$2.96K	﹤0.01%	872
2020 Q1	$4.77K	Sell	504 -1,178	-70%	-$14.7K	﹤0.01%	620
2019 Q4	$22.2K	Buy	1,682 +80	+5%	+$1.07K	﹤0.01%	567
2019 Q3	$20K	Buy	+1,602	New	+$19K	﹤0.01%	661

Other funds holding LUMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Temasek Holdings

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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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