FWM
LUMN icon

Frontier Wealth Management’s Lumen LUMN Stock Holding History

Frontier 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
Q2 		$145K Sell
13,323
-261
-2% -$2.93K 0.01% 373
2022
Q1 		$155K Sell
13,584
-33
-0.2% -$378 ﹤0.01% 382
2021
Q4 		$171K Buy
13,617
+7
+0.1% +$89 0.01% 408
2021
Q3 		$169K Buy
13,610
+94
+0.7% +$1.18K 0.01% 402
2021
Q2 		$184K Buy
13,516
+1,091
+9% +$15.1K 0.01% 409
2021
Q1 		$166K Buy
+12,425
New +$154K 0.01% 369
2019
Q3 		– Sell
-11,014
Closed -$130K – 317
2019
Q2 		$130K Sell
11,014
-4,973
-31% -$55.9K 0.02% 291
2019
Q1 		$192K Buy
15,987
+510
+3% +$7.09K 0.03% 337
2018
Q4 		$234K Sell
15,477
-6,051
-28% -$115K 0.04% 305
2018
Q3 		$456K Sell
21,528
-235
-1% -$4.92K 0.04% 240
2018
Q2 		$406K Buy
21,763
+8,500
+64% +$154K 0.06% 244
2018
Q1 		$218K Buy
+13,263
New +$230K 0.03% 351

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return