VWA
LUMN icon

Visionary Wealth Advisors’s Lumen LUMN Stock Holding History

Visionary 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
2023
Q2 		– Sell
-10,183
Closed -$27K – 478
2023
Q1 		$27K Sell
10,183
-1,000
-9% -$4.04K ﹤0.01% 448
2022
Q4 		$58K Sell
11,183
-3,640
-25% -$22.4K 0.01% 410
2022
Q3 		$108K Sell
14,823
-206
-1% -$2.1K 0.01% 379
2022
Q2 		$164K Sell
15,029
-10,142
-40% -$114K 0.01% 403
2022
Q1 		$284K Buy
25,171
+11,717
+87% +$134K 0.02% 337
2021
Q4 		$169K Buy
+13,454
New +$171K 0.01% 363

Other funds holding LUMN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 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