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Tyler-Stone Wealth Management’s Lumen LUMN Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-50
Closed -$55 – 676
2024
Q2 		$55 Sell
50
-164
-77% -$208 ﹤0.01% 972
2024
Q1 		$334 Hold
214
– – ﹤0.01% 928
2023
Q4 		$391 Hold
214
– – ﹤0.01% 905
2023
Q3 		$0 Hold
214
– – ﹤0.01% 932
2023
Q2 		$0 Buy
+214
New +$471 ﹤0.01% 904
2022
Q4 		$1K Hold
214
– – ﹤0.01% 821
2022
Q3 		$2K Hold
214
– – ﹤0.01% 755
2022
Q2 		$2K Hold
214
– – ﹤0.01% 765
2022
Q1 		$2K Hold
214
– – ﹤0.01% 754
2021
Q4 		$3K Buy
+214
New +$2.72K ﹤0.01% 765

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State Street
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Charles Schwab
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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
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return