Arbor Wealth Advisors’s Lumen LUMN Stock Holding History

Arbor 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
2024 Q2	–	Sell	-10,459	Closed	-$16.3K	–	46
2024 Q1	$16.3K	Buy	+10,459	New	+$16.3K	0.02%	46

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Arbor Wealth Advisors's LUMN Position: Q2 2024 in Review

Arbor Wealth Advisors sold out of Lumen (LUMN) in Q2 2024, closing a stake of 10,459 shares — an estimated $16.3K sold.

Arbor Wealth Advisors first reported a position in LUMN in Q1 2024 and held it in 1 quarter. The position peaked at $16.3K in Q1 2024. 453 funds tracked by Wall St. Rank hold LUMN as of Q2 2024.

Arbor Wealth Advisors reported no remaining Lumen position as of Q2 2024 after selling out during the quarter.
Arbor Wealth Advisors sold 10,459 Lumen shares in Q2 2024, an estimated $16.3K.
Arbor Wealth Advisors first reported a position in Lumen in Q1 2024 and held it in 1 quarter.
Arbor Wealth Advisors's Lumen position peaked at $16.3K in Q1 2024.
453 funds tracked by Wall St. Rank held Lumen as of Q2 2024.

Based on Arbor Wealth Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.