MWM
LUMN icon

Mascoma Wealth Management’s Lumen LUMN Stock Holding History

Mascoma 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
2023
Q2 		– Sell
-157
Closed -$372 – 597
2023
Q1 		$372 Buy
+157
New +$633 ﹤0.01% 581
2022
Q1 		– Sell
-1,763
Closed -$22K – 598
2021
Q4 		$22K Hold
1,763
– – 0.01% 318
2021
Q3 		$22K Buy
+1,763
New +$22.1K 0.01% 284
2018
Q3 		– Sell
-450
Closed -$8K – 401
2018
Q2 		$8K Buy
+450
New +$8.17K 0.01% 286
2017
Q4 		– Sell
-107
Closed -$2K – 396
2017
Q3 		$2K Sell
107
-400
-79% -$8.42K ﹤0.01% 366
2017
Q2 		$12K Buy
507
+400
+374% +$10.1K 0.01% 273
2017
Q1 		$3K Hold
107
– – ﹤0.01% 322
2016
Q4 		$3K Buy
+107
New +$2.72K ﹤0.01% 325

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return