Column Capital Advisors’s Lumen LUMN Stock Holding History

Column Capital 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 Q3	$166	Hold	117	–	–	﹤0.01%	781
2023 Q2	$264	Sell	117 -4,757	-98%	-$10.5K	﹤0.01%	790
2023 Q1	$12.9K	Hold	4,874	–	–	﹤0.01%	506
2022 Q4	$25.4K	Hold	4,874	–	–	﹤0.01%	388
2022 Q3	$35K	Buy	4,874 +114	+2%	+$1.16K	0.01%	319
2022 Q2	$52K	Buy	4,760 +106	+2%	+$1.19K	0.01%	276
2022 Q1	$52K	Buy	4,654 +99	+2%	+$1.13K	0.01%	282
2021 Q4	$57K	Buy	4,555 +92	+2%	+$1.17K	0.01%	276
2021 Q3	$55K	Buy	4,463 +85	+2%	+$1.07K	0.01%	261
2021 Q2	$60K	Buy	4,378 +4,261	+3,642%	+$58.8K	0.01%	249
2021 Q1	$2K	Hold	117	–	–	﹤0.01%	621
2020 Q4	$1K	Hold	117	–	–	﹤0.01%	659
2020 Q3	$1K	Sell	117 -100	-46%	-$1.04K	﹤0.01%	645
2020 Q2	$2K	Buy	217 +100	+85%	+$1K	﹤0.01%	675
2020 Q1	$1K	Sell	117 -146	-56%	-$1.82K	﹤0.01%	641
2019 Q4	$3K	Buy	+263	New	+$3.53K	﹤0.01%	579

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Column Capital Advisors's LUMN Position: Q3 2023 in Review

Column Capital Advisors held its Lumen (LUMN) position steady in Q3 2023 at 117 shares worth $166. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Column Capital Advisors first reported a position in LUMN in Q4 2019 and has held it in 16 quarters since. The position peaked at $60K in Q2 2021. 503 funds tracked by Wall St. Rank hold LUMN as of Q3 2023.

Column Capital Advisors held 117 shares of Lumen worth $166 as of Q3 2023.
Column Capital Advisors left its Lumen share count unchanged in Q3 2023.
Lumen made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #781 holding.
Column Capital Advisors first reported a position in Lumen in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Lumen position peaked at $60K in Q2 2021.
503 funds tracked by Wall St. Rank held Lumen as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.