OPS
LUMN icon

Orion Portfolio Solutions’s Lumen LUMN Stock Holding History

Orion Portfolio Solutions’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
-13,048
Closed -$18.5K – 1717
2023
Q3 		$18.5K Buy
13,048
+2,605
+25% +$4.41K ﹤0.01% 1604
2023
Q2 		$23.6K Buy
+10,443
New +$23K ﹤0.01% 1616
2020
Q3 		– Sell
-2,927
Closed -$29K – 1363
2020
Q2 		$29K Sell
2,927
-30
-1% -$300 ﹤0.01% 846
2020
Q1 		$28K Sell
2,957
-624
-17% -$7.8K ﹤0.01% 738
2019
Q4 		$47K Buy
+3,581
New +$48K ﹤0.01% 562

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