Claro Advisors’s Lumen LUMN Stock Holding History

Claro Advisors’s Portfolio LUMN Stock Details LUMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Hold	–	-$57.9K	–	536
2024 Q4	–	Hold	–	–	–	485
2024 Q3	–	Hold	–	–	–	508

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Claro Advisors's LUMN Position: Q1 2019 in Review

Claro Advisors sold out of Lumen (LUMN) in Q1 2019, closing a stake of 670 shares — an estimated $14K sold.

Claro Advisors first reported a position in LUMN in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 749 funds tracked by Wall St. Rank hold LUMN as of Q1 2019.

Claro Advisors reported no remaining Lumen position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 670 Lumen shares in Q1 2019, an estimated $14K.
Claro Advisors first reported a position in Lumen in Q4 2018 and held it in 1 quarter.
Claro Advisors's Lumen position peaked at $14K in Q4 2018.
749 funds tracked by Wall St. Rank held Lumen as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.