HGWM
LUMN icon

Harvest Group Wealth Management’s Lumen LUMN Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-553
Closed -$5K – 416
2020
Q4 		$5K Hold
553
– – ﹤0.01% 261
2020
Q3 		$6K Sell
553
-100
-15% -$1.04K ﹤0.01% 254
2020
Q2 		$6K Sell
653
-400
-38% -$4K 0.01% 240
2020
Q1 		$9K Buy
1,053
+1,001
+1,925% +$12.5K 0.01% 214
2019
Q4 		$0 Sell
52
-1
-2% -$13 ﹤0.01% 1001
2019
Q3 		$1K Buy
53
+1
+2% +$12 ﹤0.01% 875
2019
Q2 		$0 Buy
52
+1
+2% +$11 ﹤0.01% 961
2019
Q1 		$1K Buy
+51
New +$709 ﹤0.01% 795

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return