WP
LUMN icon

WMS Partners’s Lumen LUMN Stock Holding History

WMS Partners’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
-21,042
Closed -$153K – 285
2022
Q3 		$153K Buy
+21,042
New +$214K 0.02% 242
2018
Q4 		– Sell
-14,684
Closed -$311K – 205
2018
Q3 		$311K Sell
14,684
-18,500
-56% -$387K 0.04% 160
2018
Q2 		$619K Sell
33,184
-2,800
-8% -$50.9K 0.07% 105
2018
Q1 		$591K Buy
35,984
+180
+0.5% +$3.12K 0.07% 104
2017
Q4 		$597K Buy
+35,804
New +$607K 0.07% 111

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State Street
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Invesco
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SAM
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Temasek Holdings
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Pacer Advisors
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Arrowstreet Capital
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Geode Capital Management
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return