WAM
LUMN icon

WFA Asset Management’s Lumen LUMN Stock Holding History

WFA Asset 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
Q1 		– Sell
-2,444
Closed -$4.47K – 249
2023
Q4 		$4.47K Hold
2,444
– – ﹤0.01% 193
2023
Q3 		$3.47K Hold
2,444
– – ﹤0.01% 204
2023
Q2 		$5.52K Hold
2,444
– – ﹤0.01% 202
2023
Q1 		$6.48K Hold
2,444
– – ﹤0.01% 194
2022
Q4 		$12.8K Hold
2,444
– – 0.01% 145
2022
Q3 		$17.8K Buy
2,444
+59
+2% +$600 0.01% 127
2022
Q2 		$26K Hold
2,385
– – 0.02% 118
2022
Q1 		$26.9K Buy
2,385
+500
+27% +$5.72K 0.02% 118
2021
Q4 		$23.7K Buy
+1,885
New +$24K 0.02% 117

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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