DWM
LUMN icon

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

Drive 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
Q1 		– Sell
-10,459
Closed -$19.1K – 335
2023
Q4 		$19.1K Sell
10,459
-11,019
-51% -$15.6K 0.01% 305
2023
Q3 		$30.5K Sell
21,478
-9,266
-30% -$15.7K 0.01% 276
2023
Q2 		$69.4K Sell
30,744
-4,127
-12% -$9.09K 0.03% 276
2023
Q1 		$92.4K Sell
34,871
-4,204
-11% -$17K 0.04% 280
2022
Q4 		$204K Buy
+39,075
New +$240K 0.1% 220

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Drive Wealth Management's LUMN Position: Q1 2024 in Review

Drive Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2024, closing a stake of 10,459 shares — an estimated $19.1K sold.

Drive Wealth Management first reported a position in LUMN in Q4 2022 and held it in 5 quarters. The position peaked at $204K in Q4 2022. 487 funds tracked by Wall St. Rank hold LUMN as of Q1 2024.

  • Drive Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Drive Wealth Management sold 10,459 Lumen Technologies, Inc. Common Stock shares in Q1 2024, an estimated $19.1K.
  • Drive Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2022 and held it in 5 quarters.
  • Drive Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $204K in Q4 2022.
  • 487 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2024.

Based on Drive Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.