Lake Point Wealth Management’s Lumen LUMN Stock Holding History

Lake Point 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 Q1	–	Sell	-254	Closed	-$3K	–	454
2021 Q4	$3K	Hold	254	–	–	﹤0.01%	302
2021 Q3	$3K	Hold	254	–	–	﹤0.01%	285
2021 Q2	$3K	Buy	+254	New	+$3.5K	﹤0.01%	295
2020 Q1	$3K	Buy	354 +200	+130%	+$2.5K	﹤0.01%	234
2019 Q4	$2K	Buy	+154	New	+$2.06K	﹤0.01%	495
2019 Q2	$2K	Hold	154	–	–	﹤0.01%	544
2019 Q1	$2K	Sell	154 -300	-66%	-$4.17K	﹤0.01%	542
2018 Q4	$7K	Buy	+454	New	+$8.66K	﹤0.01%	516

Other funds holding LUMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return