RWA
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Ropes Wealth Advisors’s Lumen LUMN Stock Holding History

Ropes Wealth 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
2020
Q4 		– Sell
-2,081
Closed -$21K – 869
2020
Q3 		$21K Buy
2,081
+1,960
+1,620% +$20.4K ﹤0.01% 431
2020
Q2 		$1K Buy
+121
New +$1.21K ﹤0.01% 554
2016
Q3 		– Sell
-84
Closed -$2K – 478
2016
Q2 		$2K Sell
84
-340
-80% -$9.9K ﹤0.01% 454
2016
Q1 		$14K Sell
424
-99
-19% -$2.78K 0.01% 312
2015
Q4 		$13K Buy
523
+42
+9% +$1.13K 0.01% 331
2015
Q3 		$12K Buy
481
+356
+285% +$9.85K 0.01% 335
2015
Q2 		$4K Hold
125
– – ﹤0.01% 278
2015
Q1 		$4K Buy
+125
New +$4.67K ﹤0.01% 281

Other funds holding LUMN

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Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
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
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return