Goodman Advisory Group’s Lumen LUMN Stock Holding History

Goodman Advisory Group’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
2023 Q4	–	Sell	-47	Closed	-$67	–	167
2023 Q3	$67	Hold	47	–	–	﹤0.01%	157
2023 Q2	$106	Hold	47	–	–	﹤0.01%	155
2023 Q1	$125	Hold	47	–	–	﹤0.01%	157
2022 Q4	$0	Hold	47	–	–	﹤0.01%	154
2022 Q3	$0	Hold	47	–	–	﹤0.01%	168
2022 Q2	$1K	Buy	+47	New	+$527	﹤0.01%	160

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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