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Congress Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Congress Wealth Management’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 		– Sell
-10,617
Closed -$16.6K – 728
2024
Q1 		$16.6K Sell
10,617
-122
-1% -$191 ﹤0.01% 577
2023
Q4 		$19.7K Sell
10,739
-924
-8% -$1.31K ﹤0.01% 604
2023
Q3 		$16.6K Buy
11,663
+1,050
+10% +$1.78K ﹤0.01% 597
2023
Q2 		$24K Hold
10,613
– – ﹤0.01% 550
2023
Q1 		$28.1K Sell
10,613
-55
-0.5% -$222 ﹤0.01% 552
2022
Q4 		$55.7K Hold
10,668
– – ﹤0.01% 553
2022
Q3 		$77K Sell
10,668
-4,775
-31% -$48.6K ﹤0.01% 540
2022
Q2 		$168K Sell
15,443
-930
-6% -$10.4K ﹤0.01% 537
2022
Q1 		$184K Sell
16,373
-5,071
-24% -$58K ﹤0.01% 585
2021
Q4 		$269K Buy
+21,444
New +$273K 0.01% 556

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Congress Wealth Management's LUMN Position: Q2 2024 in Review

Congress Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2024, closing a stake of 10,617 shares — an estimated $16.6K sold.

Congress Wealth Management first reported a position in LUMN in Q4 2021 and held it in 10 quarters. The position peaked at $269K in Q4 2021. 454 funds tracked by Wall St. Rank hold LUMN as of Q2 2024.

  • Congress Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Congress Wealth Management sold 10,617 Lumen Technologies, Inc. Common Stock shares in Q2 2024, an estimated $16.6K.
  • Congress Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2021 and held it in 10 quarters.
  • Congress Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $269K in Q4 2021.
  • 454 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2024.

Based on Congress Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.