Beaird Harris Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Beaird Harris Wealth Management’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 Q3	–	Sell	-257	Closed	-$283	–	636
2024 Q2	$283	Hold	257	–	–	﹤0.01%	647
2024 Q1	$401	Hold	257	–	–	﹤0.01%	601
2023 Q4	$471	Hold	257	–	–	﹤0.01%	572
2023 Q3	$365	Hold	257	–	–	﹤0.01%	423
2023 Q2	$581	Sell	257 -16	-6%	-$35	﹤0.01%	420
2023 Q1	$724	Hold	273	–	–	﹤0.01%	430
2022 Q4	$1.43K	Hold	273	–	–	﹤0.01%	619
2022 Q3	$2K	Sell	273 -1,068	-80%	-$10.9K	﹤0.01%	406
2022 Q2	$15K	Buy	1,341 +1,068	+391%	+$12K	﹤0.01%	222
2022 Q1	$3K	Hold	273	–	–	﹤0.01%	489
2021 Q4	$3K	Buy	+273	New	+$3.48K	﹤0.01%	536

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 $3.38T AUM 44.17% 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

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

FSCM

Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

Beaird Harris Wealth Management's LUMN Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2024, closing a stake of 257 shares — an estimated $283 sold.

Beaird Harris Wealth Management first reported a position in LUMN in Q4 2021 and held it in 11 quarters. The position peaked at $15K in Q2 2022. 507 funds tracked by Wall St. Rank hold LUMN as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 257 Lumen Technologies, Inc. Common Stock shares in Q3 2024, an estimated $283.
Beaird Harris Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2021 and held it in 11 quarters.
Beaird Harris Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $15K in Q2 2022.
507 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.