Powell Investment Advisors’s Lumen LUMN Stock Holding History

Powell Investment 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 Q3	–	Sell	-12,618	Closed	-$28.5K	–	141
2023 Q2	$28.5K	Hold	12,618	–	–	0.02%	125
2023 Q1	$33.4K	Hold	12,618	–	–	0.02%	126
2022 Q4	$65.9K	Hold	12,618	–	–	0.04%	116
2022 Q3	$92K	Hold	12,618	–	–	0.06%	112
2022 Q2	$138K	Hold	12,618	–	–	0.08%	112
2022 Q1	$142K	Buy	12,618 +171	+1%	+$1.96K	0.08%	109
2021 Q4	$156K	Hold	12,447	–	–	0.09%	107
2021 Q3	$154K	Hold	12,447	–	–	0.1%	108
2021 Q2	$169K	Hold	12,447	–	–	0.1%	103
2021 Q1	$166K	Buy	12,447 +69	+0.6%	+$857	0.11%	98
2020 Q4	$121K	Sell	12,378 -172	-1%	-$1.7K	0.09%	96
2020 Q3	$127K	Buy	+12,550	New	+$130K	0.11%	95

Other funds holding LUMN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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