FWM
LUMN icon

Foresight Wealth Management’s Lumen LUMN Stock Holding History

Foresight 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
2022
Q4 		– Sell
-96,405
Closed -$702K – 64
2022
Q3 		$702K Buy
96,405
+10,070
+12% +$102K 0.16% 58
2022
Q2 		$942K Buy
86,335
+7,387
+9% +$82.9K 0.19% 47
2022
Q1 		$890K Buy
78,948
+19,132
+32% +$219K 0.16% 51
2021
Q4 		$751K Buy
59,816
+3,524
+6% +$44.9K 0.01% 60
2021
Q3 		$697K Sell
56,292
-1,384
-2% -$17.3K 0.14% 54
2021
Q2 		$784K Buy
57,676
+8,328
+17% +$115K 0.17% 56
2021
Q1 		$659K Buy
49,348
+14,225
+41% +$177K 0.17% 61
2020
Q4 		$342K Buy
35,123
+19,333
+122% +$191K 0.09% 89
2020
Q3 		$159K Buy
+15,790
New +$164K 0.05% 88

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B 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