MWM
LUMN icon

Modera Wealth Management’s Lumen LUMN Stock Holding History

Modera 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
2024
Q3 		– Sell
-12,624
Closed -$13.9K – 617
2024
Q2 		$13.9K Sell
12,624
-4
-0% -$5 ﹤0.01% 571
2024
Q1 		$19.7K Buy
12,628
+4
+0% +$6 ﹤0.01% 570
2023
Q4 		$23.1K Hold
12,624
– – ﹤0.01% 522
2023
Q3 		$17.9K Hold
12,624
– – ﹤0.01% 545
2023
Q2 		$28.5K Buy
+12,624
New +$27.8K ﹤0.01% 557
2022
Q1 		– Sell
-24,737
Closed -$310K – 497
2021
Q4 		$310K Buy
+24,737
New +$315K 0.01% 401

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return