Regal Wealth Group’s Lumen LUMN Stock Holding History

Regal Wealth Group’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
2021 Q2	–	Sell	-259	Closed	-$3K	–	166
2021 Q1	$3K	Buy	259 +103	+66%	+$1.28K	﹤0.01%	211
2020 Q4	$2K	Buy	156 +3	+2%	+$30	﹤0.01%	193
2020 Q3	$2K	Buy	153 +4	+3%	+$42	﹤0.01%	188
2020 Q2	$1K	Buy	149 +3	+2%	+$30	﹤0.01%	195
2020 Q1	$1K	Buy	146 +4	+3%	+$50	﹤0.01%	170
2019 Q4	$2K	Buy	142 +3	+2%	+$40	﹤0.01%	184
2019 Q3	$2K	Buy	139 +2	+1%	+$24	﹤0.01%	163
2019 Q2	$2K	Buy	137 +3	+2%	+$34	﹤0.01%	154
2019 Q1	$2K	Buy	134 +18	+16%	+$250	﹤0.01%	149
2018 Q4	$2K	Buy	116 +4	+4%	+$76	﹤0.01%	148
2018 Q3	$2K	Buy	112 +2	+2%	+$42	﹤0.01%	149
2018 Q2	$2K	Buy	+110	New	+$2K	﹤0.01%	155

Other funds holding LUMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return