Baldwin Wealth Partners’s Lumen LUMN Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-142	Closed	-$1.01K	–	685
2024 Q3	$1.01K	Hold	142	–	–	﹤0.01%	1007
2024 Q2	$156	Hold	142	–	–	﹤0.01%	763
2024 Q1	$222	Hold	142	–	–	﹤0.01%	681
2023 Q4	$260	Hold	142	–	–	﹤0.01%	713
2023 Q3	$202	Hold	142	–	–	﹤0.01%	739
2023 Q2	$321	Hold	142	–	–	﹤0.01%	751
2023 Q1	$376	Hold	142	–	–	﹤0.01%	782
2022 Q4	$741	Buy	+142	New	+$873	﹤0.01%	751
2021 Q3	–	Sell	-350	Closed	-$5K	–	660
2021 Q2	$5K	Buy	+350	New	+$4.83K	﹤0.01%	584
2018 Q1	–	Sell	-94	Closed	-$2K	–	499
2017 Q4	$2K	Buy	+94	New	+$1.59K	﹤0.01%	459
2016 Q4	–	Sell	-166	Closed	-$5K	–	525
2016 Q3	$5K	Hold	166	–	–	﹤0.01%	489
2016 Q2	$5K	Hold	166	–	–	﹤0.01%	426
2016 Q1	$5K	Buy	+166	New	+$4.65K	﹤0.01%	440

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Baldwin Wealth Partners's LUMN Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Lumen (LUMN) in Q4 2024, closing a stake of 142 shares — an estimated $1.01K sold.

Baldwin Wealth Partners first reported a position in LUMN in Q1 2016 and held it in 13 quarters. The position peaked at $5K in Q2 2021. 557 funds tracked by Wall St. Rank hold LUMN as of Q4 2024.

Baldwin Wealth Partners reported no remaining Lumen position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 142 Lumen shares in Q4 2024, an estimated $1.01K.
Baldwin Wealth Partners first reported a position in Lumen in Q1 2016 and held it in 13 quarters.
Baldwin Wealth Partners's Lumen position peaked at $5K in Q2 2021.
557 funds tracked by Wall St. Rank held Lumen as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.