PSI Advisors’s Lumen LUMN Stock Holding History

PSI 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
2025 Q2	–	Sell	-197	Closed	-$772	–	435
2025 Q1	$772	Hold	197	–	–	﹤0.01%	659
2024 Q4	$1.05K	Hold	197	–	–	﹤0.01%	774
2024 Q3	$1.4K	Hold	197	–	–	﹤0.01%	766
2024 Q2	$216	Hold	197	–	–	﹤0.01%	822
2024 Q1	$308	Hold	197	–	–	﹤0.01%	752
2023 Q4	$360	Hold	197	–	–	﹤0.01%	812
2023 Q3	$279	Hold	197	–	–	﹤0.01%	798
2023 Q2	$445	Hold	197	–	–	﹤0.01%	772
2023 Q1	$522	Sell	197 -290	-60%	-$1.17K	﹤0.01%	713
2022 Q4	$2.54K	Hold	487	–	–	﹤0.01%	588
2022 Q3	$4K	Hold	487	–	–	﹤0.01%	557
2022 Q2	$5K	Hold	487	–	–	﹤0.01%	569
2022 Q1	$5K	Hold	487	–	–	﹤0.01%	554
2021 Q4	$6K	Hold	487	–	–	﹤0.01%	569
2021 Q3	$6K	Buy	+487	New	+$6.11K	﹤0.01%	557
2020 Q1	–	Sell	-1,797	Closed	-$23K	–	377
2019 Q4	$23K	Buy	+1,797	New	+$24.1K	0.01%	360

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return