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Everhart Financial Group’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Everhart Financial Group’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
-10,336
Closed -$16.1K – 305
2024
Q1 		$16.1K Buy
+10,336
New +$16.1K ﹤0.01% 277

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State Street
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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

Everhart Financial Group's LUMN Position: Q2 2024 in Review

Everhart Financial Group sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2024, closing a stake of 10,336 shares — an estimated $16.1K sold.

Everhart Financial Group first reported a position in LUMN in Q1 2024 and held it in 1 quarter. The position peaked at $16.1K in Q1 2024. 454 funds tracked by Wall St. Rank hold LUMN as of Q2 2024.

  • Everhart Financial Group reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Everhart Financial Group sold 10,336 Lumen Technologies, Inc. Common Stock shares in Q2 2024, an estimated $16.1K.
  • Everhart Financial Group first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2024 and held it in 1 quarter.
  • Everhart Financial Group's Lumen Technologies, Inc. Common Stock position peaked at $16.1K in Q1 2024.
  • 454 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2024.

Based on Everhart Financial Group's 13F filing for Q2 2024, filed 24 Jul 2024.