FIA
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Foundations Investment Advisors’s Lumen LUMN Stock Holding History

Foundations Investment 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
2025
Q3 		– Sell
-15,280
Closed -$66.9K – 1069
2025
Q2 		$66.9K Buy
15,280
+1,963
+15% +$7.61K ﹤0.01% 902
2025
Q1 		$52.2K Sell
13,317
-15
-0.1% -$75 ﹤0.01% 842
2024
Q4 		$70.8K Buy
13,332
+199
+2% +$1.37K ﹤0.01% 822
2024
Q3 		$93.2K Sell
13,133
-477
-4% -$2.04K ﹤0.01% 792
2024
Q2 		$15K Buy
+13,610
New +$17.3K ﹤0.01% 747
2020
Q1 		– Sell
-39,150
Closed -$503K – 139
2019
Q4 		$503K Sell
39,150
-5,091
-12% -$68.3K 0.06% 94
2019
Q3 		$509K Buy
44,241
+871
+2% +$10.3K 0.07% 87
2019
Q2 		$510K Sell
43,370
-17,724
-29% -$199K 0.08% 84
2019
Q1 		$733K Sell
61,094
-10
-0% -$139 0.13% 50
2018
Q4 		$891K Buy
61,104
+16,955
+38% +$324K 0.19% 30
2018
Q3 		$936K Buy
44,149
+10,050
+29% +$210K 0.23% 46
2018
Q2 		$636K Buy
+34,099
New +$619K 0.17% 46

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.55B AUM 29.93% 1-Year Est. Return