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Legacy Financial Advisors’s Lumen LUMN Stock Holding History

Legacy Financial Advisors’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
-68,966
Closed -$97.9K – 305
2023
Q3 		$97.9K Buy
+68,966
New +$117K 0.02% 259
2019
Q2 		– Sell
-60
Closed -$1K – 572
2019
Q1 		$1K Sell
60
-1,061
-95% -$14.7K ﹤0.01% 986
2018
Q4 		$17K Sell
1,121
-3
-0.3% -$57 0.01% 443
2018
Q3 		$23K Buy
1,124
+404
+56% +$8.45K 0.01% 355
2018
Q2 		$14K Buy
720
+143
+25% +$2.6K 0.01% 446
2018
Q1 		$10K Hold
577
– – ﹤0.01% 478
2017
Q4 		$9K Buy
+577
New +$9.78K ﹤0.01% 504

Other funds holding LUMN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
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
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Invesco
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