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Bellwether Advisors’s Lumen LUMN Stock Holding History

Bellwether 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 		– Sell
-3
Closed -$7 – 289
2023
Q1 		$7 Hold
3
– – ﹤0.01% 482
2022
Q4 		$15 Hold
3
– – ﹤0.01% 438
2022
Q3 		$0 Hold
3
– – ﹤0.01% 493
2022
Q2 		$0 Hold
3
– – ﹤0.01% 500
2022
Q1 		$0 Hold
3
– – ﹤0.01% 585
2021
Q4 		$0 Hold
3
– – ﹤0.01% 586
2021
Q3 		$0 Hold
3
– – ﹤0.01% 582
2021
Q2 		$0 Hold
3
– – ﹤0.01% 449
2021
Q1 		$0 Hold
3
– – ﹤0.01% 407
2020
Q4 		$0 Buy
+3
New +$30 ﹤0.01% 328

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

Bellwether Advisors's LUMN Position: Q2 2023 in Review

Bellwether Advisors sold out of Lumen (LUMN) in Q2 2023, closing a stake of 3 shares — an estimated $7 sold.

Bellwether Advisors first reported a position in LUMN in Q4 2020 and held it in 10 quarters. The position peaked at $15 in Q4 2022. 554 funds tracked by Wall St. Rank hold LUMN as of Q2 2023.

  • Bellwether Advisors reported no remaining Lumen position as of Q2 2023 after selling out during the quarter.
  • Bellwether Advisors sold 3 Lumen shares in Q2 2023, an estimated $7.
  • Bellwether Advisors first reported a position in Lumen in Q4 2020 and held it in 10 quarters.
  • Bellwether Advisors's Lumen position peaked at $15 in Q4 2022.
  • 554 funds tracked by Wall St. Rank held Lumen as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.