Atria Wealth Solutions’s Lumen LUMN Stock Holding History

Atria Wealth Solutions’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
2025 Q1	–	Sell	-13,025	Closed	-$69.2K	–	1992
2024 Q4	$69.2K	Buy	+13,025	New	+$89.9K	﹤0.01%	1922
2024 Q3	–	Sell	-10,745	Closed	-$11.8K	–	1995
2024 Q2	$11.8K	Hold	10,745	–	–	﹤0.01%	1912
2024 Q1	$16.8K	Sell	10,745 -356	-3%	-$556	﹤0.01%	1945
2023 Q4	$20.3K	Buy	+11,101	New	+$15.7K	﹤0.01%	1911
2023 Q2	–	Sell	-30,960	Closed	-$82K	–	1939
2023 Q1	$82K	Sell	30,960 -8,160	-21%	-$32.9K	﹤0.01%	1770
2022 Q4	$204K	Sell	39,120 -10,885	-22%	-$66.9K	﹤0.01%	1600
2022 Q3	$364K	Buy	50,005 +35,729	+250%	+$364K	0.01%	1190
2022 Q2	$156K	Sell	14,276 -724	-5%	-$8.13K	﹤0.01%	1488
2022 Q1	$169K	Buy	+15,000	New	+$172K	﹤0.01%	1622

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's LUMN Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Lumen (LUMN) in Q1 2025, closing a stake of 13,025 shares — an estimated $69.2K sold.

Atria Wealth Solutions first reported a position in LUMN in Q1 2022 and held it in 9 quarters. The position peaked at $364K in Q3 2022. 538 funds tracked by Wall St. Rank hold LUMN as of Q1 2025.

Atria Wealth Solutions reported no remaining Lumen position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 13,025 Lumen shares in Q1 2025, an estimated $69.2K.
Atria Wealth Solutions first reported a position in Lumen in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's Lumen position peaked at $364K in Q3 2022.
538 funds tracked by Wall St. Rank held Lumen as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.