Western Wealth Management’s Lumen LUMN Stock Holding History

Western 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
2022 Q4	–	Sell	-33,432	Closed	-$244K	–	719
2022 Q3	$244K	Buy	33,432 +5,611	+20%	+$57.1K	0.01%	695
2022 Q2	$302K	Sell	27,821 -203	-0.7%	-$2.28K	0.02%	609
2022 Q1	$316K	Buy	28,024 +12,642	+82%	+$145K	0.02%	659
2021 Q4	$191K	Buy	+15,382	New	+$196K	0.02%	583
2021 Q2	$199K	Sell	14,750 -1,450	-9%	-$20K	0.02%	609
2021 Q1	$216K	Sell	16,200 -634	-4%	-$7.88K	0.03%	484
2020 Q4	$164K	Sell	16,834 -10	-0.1%	-$99	0.02%	458
2020 Q3	$170K	Buy	16,844 +1,281	+8%	+$13.3K	0.03%	420
2020 Q2	$156K	Buy	15,563 +552	+4%	+$5.52K	0.03%	402
2020 Q1	$144K	Buy	15,011 +4,805	+47%	+$60.1K	0.03%	357
2019 Q4	$135K	Buy	10,206 +10	+0.1%	+$134	0.02%	396
2019 Q3	$127K	Sell	10,196 -20,094	-66%	-$239K	0.03%	384
2019 Q2	$412K	Buy	+30,290	New	+$341K	0.05%	254

Other funds holding LUMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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