Tradition Wealth Management’s Lumen LUMN Stock Holding History

Tradition 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
2024 Q2	–	Sell	-13,348	Closed	-$20.8K	–	414
2024 Q1	$20.8K	Hold	13,348	–	–	﹤0.01%	388
2023 Q4	$24K	Buy	13,348 +1,784	+15%	+$2.53K	﹤0.01%	791
2023 Q3	$16K	Sell	11,564 -2,555	-18%	-$4.33K	﹤0.01%	901
2023 Q2	$32K	Buy	14,119 +55	+0.4%	+$121	﹤0.01%	744
2023 Q1	$37K	Buy	14,064 +865	+7%	+$3.49K	﹤0.01%	695
2022 Q4	$69K	Buy	13,199 +35	+0.3%	+$215	0.01%	456
2022 Q3	$96K	Buy	13,164 +9	+0.1%	+$92	0.01%	368
2022 Q2	$144K	Buy	13,155 +7	+0.1%	+$79	0.02%	303
2022 Q1	$148K	Buy	13,148 +8	+0.1%	+$92	0.02%	329
2021 Q4	$165K	Buy	13,140 +6	+0%	+$76	0.02%	330
2021 Q3	$163K	Buy	13,134 +107	+0.8%	+$1.34K	0.02%	301
2021 Q2	$177K	Buy	13,027 +5	+0%	+$69	0.03%	302
2021 Q1	$174K	Buy	13,022 +721	+6%	+$8.96K	0.03%	266
2020 Q4	$120K	Buy	+12,301	New	+$121K	0.02%	283

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

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 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