TPWA
LUMN icon

TRUE Private Wealth Advisors’s Lumen LUMN Stock Holding History

TRUE Private 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
2021
Q1 		– Sell
-2,000
Closed -$19K – 502
2020
Q4 		$19K Buy
2,000
+930
+87% +$9.18K ﹤0.01% 452
2020
Q3 		$10K Hold
1,070
– – ﹤0.01% 498
2020
Q2 		$10K Hold
1,070
– – ﹤0.01% 486
2020
Q1 		$10K Sell
1,070
-110
-9% -$1.38K ﹤0.01% 450
2019
Q4 		$15K Buy
+1,180
New +$15.8K ﹤0.01% 534
2019
Q3 		– Sell
-1,070
Closed -$12K – 515
2019
Q2 		$12K Buy
+1,070
New +$12K ﹤0.01% 524
2017
Q1 		– Sell
-14,955
Closed -$381K – 149
2016
Q4 		$381K Sell
14,955
-107
-0.7% -$2.72K 0.09% 92
2016
Q3 		$412K Sell
15,062
-1,602
-10% -$46.8K 0.13% 84
2016
Q2 		$483K Sell
16,664
-427
-2% -$12.4K 0.16% 71
2016
Q1 		$546K Buy
+17,091
New +$479K 0.21% 61

Other funds holding LUMN

Vanguard Group
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return