Liberty Wealth Management’s Lumen LUMN Stock Holding History

Liberty 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 Q4	–	Sell	-4,902	Closed	-$61K	–	709
2021 Q3	$61K	Buy	4,902 +156	+3%	+$1.96K	0.02%	384
2021 Q2	$64K	Buy	4,746 +101	+2%	+$1.39K	0.02%	278
2021 Q1	$54K	Buy	+4,645	New	+$57.7K	0.03%	268
2020 Q4	–	Sell	-4,468	Closed	-$45K	–	1026
2020 Q3	$45K	Sell	4,468 -3,096	-41%	-$32.2K	0.03%	251
2020 Q2	$76K	Buy	7,564 +180	+2%	+$1.8K	0.05%	171
2020 Q1	$70K	Buy	7,384 +103	+1%	+$1.29K	0.06%	181
2019 Q4	$96K	Sell	7,281 -48	-0.7%	-$644	0.08%	165
2019 Q3	$91K	Buy	7,329 +74	+1%	+$879	0.09%	160
2019 Q2	$85K	Buy	7,255 +89	+1%	+$1K	0.07%	185
2019 Q1	$85K	Buy	7,166 +103	+1%	+$1.43K	0.06%	154
2018 Q4	$107K	Buy	+7,063	New	+$135K	0.08%	126

Other funds holding LUMN

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 New York $5.7T AUM 30.48% 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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return