Checchi Capital Advisers’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Checchi Capital Advisers’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 Q1	–	Sell	-10,492	Closed	-$54.8K	–	578
2022 Q4	$54.8K	Sell	10,492 -14,048	-57%	-$86.3K	0.01%	541
2022 Q3	$179K	Sell	24,540 -285	-1%	-$2.9K	0.02%	523
2022 Q2	$270K	Buy	24,825 +5,784	+30%	+$64.9K	0.02%	454
2022 Q1	$215K	Buy	19,041 +3,133	+20%	+$35.9K	0.02%	502
2021 Q4	$200K	Buy	15,908 +3,522	+28%	+$44.8K	0.02%	511
2021 Q3	$153K	Buy	12,386 +490	+4%	+$6.14K	0.02%	506
2021 Q2	$162K	Sell	11,896 -988	-8%	-$13.6K	0.02%	518
2021 Q1	$172K	Buy	+12,884	New	+$160K	0.02%	496
2020 Q4	–	Sell	-14,420	Closed	-$145K	–	499
2020 Q3	$145K	Sell	14,420 -3,122	-18%	-$32.4K	0.02%	428
2020 Q2	$176K	Buy	17,542 +927	+6%	+$9.27K	0.02%	421
2020 Q1	$157K	Buy	16,615 +4,757	+40%	+$59.5K	0.02%	358
2019 Q4	$157K	Sell	11,858 -4,175	-26%	-$56K	0.02%	432
2019 Q3	$200K	Buy	16,033 +5,494	+52%	+$65.2K	0.03%	399
2019 Q2	$124K	Buy	10,539 +131	+1%	+$1.47K	0.02%	412
2019 Q1	$125K	Buy	+10,408	New	+$145K	0.01%	411
2016 Q3	–	Sell	-6,105	Closed	-$177K	–	867
2016 Q2	$177K	Sell	6,105 -906	-13%	-$26.4K	0.02%	371
2016 Q1	$224K	Buy	+7,011	New	+$197K	0.05%	307
2015 Q4	–	Sell	-9,028	Closed	-$227K	–	370
2015 Q3	$227K	Buy	9,028 +412	+5%	+$11.4K	0.06%	290
2015 Q2	$253K	Buy	8,616 +447	+5%	+$15.2K	0.07%	277
2015 Q1	$282K	Buy	8,169 +2,070	+34%	+$77.3K	0.08%	236
2014 Q4	$241K	Buy	+6,099	New	+$244K	0.09%	244

Other funds holding LUMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Checchi Capital Advisers's LUMN Position: Q1 2023 in Review

Checchi Capital Advisers sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2023, closing a stake of 10,492 shares — an estimated $54.8K sold.

Checchi Capital Advisers first reported a position in LUMN in Q4 2014 and held it in 21 quarters. The position peaked at $282K in Q1 2015. 637 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

Checchi Capital Advisers reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Checchi Capital Advisers sold 10,492 Lumen Technologies, Inc. Common Stock shares in Q1 2023, an estimated $54.8K.
Checchi Capital Advisers first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2014 and held it in 21 quarters.
Checchi Capital Advisers's Lumen Technologies, Inc. Common Stock position peaked at $282K in Q1 2015.
637 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2023.

Based on Checchi Capital Advisers's 13F filing for Q1 2023, filed 8 May 2023.