BWA
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BDO Wealth Advisors’s Lumen LUMN Stock Holding History

BDO 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
2023
Q2 		$24.7K Hold
10,928
– – ﹤0.01% 542
2023
Q1 		$29K Hold
10,928
– – ﹤0.01% 523
2022
Q4 		$57K Sell
10,928
-5,475
-33% -$33.6K 0.01% 398
2022
Q3 		$119K Buy
16,403
+258
+2% +$2.63K 0.02% 308
2022
Q2 		$176K Buy
16,145
+237
+1% +$2.66K 0.02% 266
2022
Q1 		$179K Buy
15,908
+224
+1% +$2.56K 0.02% 280
2021
Q4 		$197K Sell
15,684
-14,940
-49% -$190K 0.02% 281
2021
Q3 		$379K Sell
30,624
-1,412
-4% -$17.7K 0.04% 209
2021
Q2 		$435K Sell
32,036
-1,740
-5% -$24K 0.05% 204
2021
Q1 		$451K Buy
33,776
+33,775
+3,377,500% +$420K 0.05% 189
2020
Q4 		$0 Hold
1
– – ﹤0.01% 961
2020
Q3 		$0 Hold
1
– – ﹤0.01% 924
2020
Q2 		$0 Hold
1
– – ﹤0.01% 736
2020
Q1 		$0 Hold
1
– – ﹤0.01% 789
2019
Q4 		$0 Hold
1
– – ﹤0.01% 616
2019
Q3 		$0 Hold
1
– – ﹤0.01% 642
2019
Q2 		$0 Hold
1
– – ﹤0.01% 656
2019
Q1 		$0 Hold
1
– – ﹤0.01% 640
2018
Q4 		$0 Sell
1
-30
-97% -$573 ﹤0.01% 594
2018
Q3 		$1K Buy
31
+30
+3,000% +$628 ﹤0.01% 599
2018
Q2 		$0 Buy
+1
New +$18 ﹤0.01% 671

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 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 $138B AUM 41.87% 1-Year Est. Return

BDO Wealth Advisors's LUMN Position: Q2 2023 in Review

BDO Wealth Advisors held its Lumen (LUMN) position steady in Q2 2023 at 10,928 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

BDO Wealth Advisors first reported a position in LUMN in Q2 2018 and has held it in 21 quarters since. The position peaked at $451K in Q1 2021. 555 funds tracked by Wall St. Rank hold LUMN as of Q2 2023.

  • BDO Wealth Advisors held 10,928 shares of Lumen worth $24.7K as of Q2 2023.
  • BDO Wealth Advisors left its Lumen share count unchanged in Q2 2023.
  • Lumen made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #542 holding.
  • BDO Wealth Advisors first reported a position in Lumen in Q2 2018 and has held it in 21 quarters since.
  • BDO Wealth Advisors's Lumen position peaked at $451K in Q1 2021.
  • 555 funds tracked by Wall St. Rank held Lumen as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.