Buckingham Strategic Wealth’s Lumen LUMN Stock Holding History

Buckingham Strategic Wealth’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 Q2	$17.6K	Buy	16,038 +1,102	+7%	+$1.4K	﹤0.01%	765
2024 Q1	$23.3K	Buy	+14,936	New	+$23.3K	﹤0.01%	756
2022 Q4	–	Sell	-18,402	Closed	-$134K	–	644
2022 Q3	$134K	Buy	18,402 +7,852	+74%	+$79.9K	﹤0.01%	564
2022 Q2	$115K	Sell	10,550 -397	-4%	-$4.46K	﹤0.01%	574
2022 Q1	$123K	Buy	+10,947	New	+$125K	﹤0.01%	577
2019 Q4	–	Sell	-20,933	Closed	-$261K	–	473
2019 Q3	$261K	Buy	20,933 +522	+3%	+$6.2K	0.03%	352
2019 Q2	$240K	Buy	20,411 +2,310	+13%	+$26K	0.03%	384
2019 Q1	$217K	Buy	+18,101	New	+$252K	0.03%	376

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Buckingham Strategic Wealth's LUMN Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Lumen (LUMN) stake by 7.4% in Q2 2024, buying an estimated $1.4K and bringing the position to 16,038 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Buckingham Strategic Wealth first reported a position in LUMN in Q1 2019 and has held it in 8 quarters since. The position peaked at $261K in Q3 2019. 453 funds tracked by Wall St. Rank hold LUMN as of Q2 2024.

Buckingham Strategic Wealth held 16,038 shares of Lumen worth $17.6K as of Q2 2024.
Buckingham Strategic Wealth bought 1,102 Lumen shares in Q2 2024, an estimated $1.4K.
Lumen made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #765 holding.
Buckingham Strategic Wealth first reported a position in Lumen in Q1 2019 and has held it in 8 quarters since.
Buckingham Strategic Wealth's Lumen position peaked at $261K in Q3 2019.
453 funds tracked by Wall St. Rank held Lumen as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.