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FinTrust Capital Advisors’s Lumen LUMN Stock Holding History

FinTrust 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
2024
Q1 		– Hold
0
– -$8.97K – 1297
2023
Q4 		– Hold
0
– – – 847

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

FinTrust Capital Advisors's LUMN Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Lumen (LUMN) stake by 741% in Q3 2024, buying an estimated $854 and bringing the position to 227 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

FinTrust Capital Advisors first reported a position in LUMN in Q4 2018 and has held it in 24 quarters since. The position peaked at $27K in Q4 2018. 505 funds tracked by Wall St. Rank hold LUMN as of Q3 2024.

  • FinTrust Capital Advisors held 227 shares of Lumen worth $1.61K as of Q3 2024.
  • FinTrust Capital Advisors bought 200 Lumen shares in Q3 2024, an estimated $854.
  • Lumen made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1237 holding.
  • FinTrust Capital Advisors first reported a position in Lumen in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Lumen position peaked at $27K in Q4 2018.
  • 505 funds tracked by Wall St. Rank held Lumen as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.