JPLA
LUMN icon

Joseph P. Lucia & Associates’s Lumen LUMN Stock Holding History

Joseph P. Lucia & Associates’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
2020
Q3 		– Sell
-510
Closed -$5K – 297
2020
Q2 		$5K Hold
510
– – ﹤0.01% 373
2020
Q1 		$5K Sell
510
-245
-32% -$3.06K 0.01% 344
2019
Q4 		$10K Sell
755
-200
-21% -$2.68K 0.01% 312
2019
Q3 		$12K Hold
955
– – 0.01% 293
2019
Q2 		$11K Sell
955
-8,504
-90% -$95.7K 0.01% 296
2019
Q1 		$755 Buy
+9,459
New +$131K 0.06% 138

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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
Citigroup
Citigroup New York $157B AUM 32.99% 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
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