BCMLT
LUMN icon

Beacon Capital Management LLC (Tennessee)’s Lumen LUMN Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q1 		– Sell
-1,693
Closed -$2.4K – 1113
2023
Q4 		$2.4K Hold
1,693
– – ﹤0.01% 775
2023
Q3 		$3.83K Hold
1,693
– – ﹤0.01% 742
2023
Q2 		$3.83K Hold
1,693
– – ﹤0.01% 742
2023
Q1 		$4.49K Hold
1,693
– – ﹤0.01% 650
2022
Q4 		$8.84K Sell
1,693
-950
-36% -$5.84K ﹤0.01% 527
2022
Q3 		$29K Sell
2,643
-1,845
-41% -$18.8K 0.01% 285
2022
Q2 		$51K Hold
4,488
– – 0.01% 238
2022
Q1 		$51K Buy
+4,488
New +$51.4K 0.01% 238

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $124B AUM 33.93% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s LUMN Position: Q1 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Lumen (LUMN) in Q1 2024, closing a stake of 1,693 shares — an estimated $2.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in LUMN in Q1 2022 and held it in 8 quarters. The position peaked at $51K in Q2 2022. 486 funds tracked by Wall St. Rank hold LUMN as of Q1 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Lumen position as of Q1 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 1,693 Lumen shares in Q1 2024, an estimated $2.4K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Lumen in Q1 2022 and held it in 8 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Lumen position peaked at $51K in Q2 2022.
  • 486 funds tracked by Wall St. Rank held Lumen as of Q1 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2024, filed 16 May 2024.