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TC
Truvestments Capital’s
Lumen
LUMN
Stock Holding History
Truvestments Capital’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
-124
Closed
-$194
–
484
2024
Q1
$194
Sell
124
-2,000
-94%
-$3.13K
﹤0.01%
702
2023
Q4
$3.89K
Buy
+2,124
New
+$3.01K
﹤0.01%
624
2023
Q1
–
Sell
-321
Closed
-$1.68K
–
845
2022
Q4
$1.68K
Sell
321
-1,985
-86%
-$12.2K
﹤0.01%
760
2022
Q3
$17K
Buy
2,306
+43
+2%
+$438
0.01%
357
2022
Q2
$25K
Buy
+2,263
New
+$25.4K
0.01%
322
2022
Q1
–
Sell
-2,185
Closed
-$27K
–
380
2021
Q4
$27K
Buy
2,185
+7
+0.3%
+$89
0.01%
320
2021
Q3
$27K
Buy
+2,178
New
+$27.3K
0.01%
299
2021
Q1
–
Sell
-2,091
Closed
-$20K
–
676
2020
Q4
$20K
Buy
+2,091
New
+$20.6K
0.01%
363
2020
Q3
–
Sell
-16,840
Closed
-$168K
–
451
2020
Q2
$168K
Sell
16,840
-14,279
-46%
-$143K
0.17%
103
2020
Q1
$294K
Buy
31,119
+5,714
+22%
+$71.4K
0.37%
69
2019
Q4
$336K
Sell
25,405
-968
-4%
-$13K
0.23%
102
2019
Q3
$329K
Sell
26,373
-1,863
-7%
-$22.1K
0.21%
101
2019
Q2
$332K
Sell
28,236
-5,582
-17%
-$62.8K
0.22%
99
2019
Q1
$405K
Buy
+33,818
New
+$470K
0.31%
75
2018
Q3
$1.04M
Buy
49,018
+4,483
+10%
+$93.8K
0.5%
53
2018
Q2
$830K
Buy
+44,535
New
+$809K
0.52%
64
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$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
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$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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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
New York
$51.4B AUM
31.07%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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