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

Gilliland Jeter 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
Q4 		– Sell
-795
Closed -$5.64K – 448
2024
Q3 		$5.64K Hold
795
– – ﹤0.01% 508
2024
Q2 		$875 Hold
795
– – ﹤0.01% 638
2024
Q1 		$1.24K Buy
+795
New +$1.24K ﹤0.01% 583

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Gilliland Jeter Wealth Management's LUMN Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2024, closing a stake of 795 shares — an estimated $5.64K sold.

Gilliland Jeter Wealth Management first reported a position in LUMN in Q1 2024 and held it in 3 quarters. The position peaked at $5.64K in Q3 2024. 558 funds tracked by Wall St. Rank hold LUMN as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 795 Lumen Technologies, Inc. Common Stock shares in Q4 2024, an estimated $5.64K.
  • Gilliland Jeter Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $5.64K in Q3 2024.
  • 558 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.