SWM
LUMN icon

Selective Wealth Management’s Lumen LUMN Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-2,285
Closed -$17K – 473
2022
Q3 		$17K Buy
2,285
+400
+21% +$4.07K 0.01% 450
2022
Q2 		$21K Buy
1,885
+179
+10% +$2.01K 0.01% 456
2022
Q1 		$19K Buy
1,706
+1,700
+28,333% +$19.5K 0.01% 454
2021
Q4 		$0 Buy
+6
New +$76 ﹤0.01% 685
2021
Q1 		– Sell
-209
Closed -$2K – 411
2020
Q4 		$2K Sell
209
-491
-70% -$4.85K ﹤0.01% 340
2020
Q3 		$7K Hold
700
– – 0.01% 225
2020
Q2 		$7K Hold
700
– – 0.01% 266
2020
Q1 		$7K Sell
700
-785
-53% -$9.81K 0.01% 175
2019
Q4 		$20K Buy
1,485
+359
+32% +$4.81K 0.02% 120
2019
Q3 		$14K Buy
+1,126
New +$13.4K 0.02% 147
2018
Q3 		$35K Buy
+1,641
New +$34.3K 0.42% 44

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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