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Coppell Advisory Solutions’s Lumen LUMN Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-1,071
Closed -$5.78K – 1201
2024
Q4 		$5.78K Buy
1,071
+915
+587% +$6.31K ﹤0.01% 1284
2024
Q3 		$1.14K Sell
156
-830
-84% -$3.54K ﹤0.01% 1556
2024
Q2 		$1.08K Buy
+986
New +$1.25K ﹤0.01% 1489
2023
Q4 		$101 Buy
+55
New +$78 ﹤0.01% 1643
2023
Q3 		– Sell
-885
Closed -$1.97K – 1405
2023
Q2 		$1.97K Buy
+885
New +$1.95K ﹤0.01% 1021

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Coppell Advisory Solutions's LUMN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Lumen (LUMN) in Q1 2025, closing a stake of 1,071 shares — an estimated $5.78K sold.

Coppell Advisory Solutions first reported a position in LUMN in Q2 2023 and held it in 5 quarters. The position peaked at $5.78K in Q4 2024. 538 funds tracked by Wall St. Rank hold LUMN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Lumen position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,071 Lumen shares in Q1 2025, an estimated $5.78K.
  • Coppell Advisory Solutions first reported a position in Lumen in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Lumen position peaked at $5.78K in Q4 2024.
  • 538 funds tracked by Wall St. Rank held Lumen as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.