Clear Point Advisors’s Lumen LUMN Stock Holding History

Clear Point 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
2024 Q4	–	Sell	-146	Closed	-$1.04K	–	361
2024 Q3	$1.04K	Hold	146	–	–	﹤0.01%	479
2024 Q2	$161	Hold	146	–	–	﹤0.01%	535
2024 Q1	$227	Hold	146	–	–	﹤0.01%	526
2023 Q4	$267	Buy	+146	New	+$207	﹤0.01%	505

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clear Point Advisors's LUMN Position: Q4 2024 in Review

Clear Point Advisors sold out of Lumen (LUMN) in Q4 2024, closing a stake of 146 shares — an estimated $1.04K sold.

Clear Point Advisors first reported a position in LUMN in Q4 2023 and held it in 4 quarters. The position peaked at $1.04K in Q3 2024. 557 funds tracked by Wall St. Rank hold LUMN as of Q4 2024.

Clear Point Advisors reported no remaining Lumen position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 146 Lumen shares in Q4 2024, an estimated $1.04K.
Clear Point Advisors first reported a position in Lumen in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's Lumen position peaked at $1.04K in Q3 2024.
557 funds tracked by Wall St. Rank held Lumen as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.