Global Wealth Management Investment Advisory’s Lumen LUMN Stock Holding History

Global Wealth Management Investment Advisory’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	-100	Closed	-$183	–	312
2023 Q4	$183	Sell	100 -16	-14%	-$23	﹤0.01%	460
2023 Q3	$165	Hold	116	–	–	﹤0.01%	461
2023 Q2	$262	Buy	+116	New	+$255	﹤0.01%	453
2022 Q3	–	Sell	-116	Closed	-$1K	–	328
2022 Q2	$1K	Hold	116	–	–	﹤0.01%	463
2022 Q1	$1K	Hold	116	–	–	﹤0.01%	460
2021 Q4	$1K	Hold	116	–	–	﹤0.01%	425
2021 Q3	$1K	Hold	116	–	–	﹤0.01%	443
2021 Q2	$2K	Hold	116	–	–	﹤0.01%	395
2021 Q1	$2K	Hold	116	–	–	﹤0.01%	412
2020 Q4	$1K	Hold	116	–	–	﹤0.01%	434
2020 Q3	$1K	Hold	116	–	–	﹤0.01%	422
2020 Q2	$1K	Sell	116 -663	-85%	-$6.63K	﹤0.01%	564
2020 Q1	$7K	Buy	779 +100	+15%	+$1.25K	﹤0.01%	379
2019 Q4	$9K	Hold	679	–	–	﹤0.01%	368
2019 Q3	$8K	Sell	679 -437	-39%	-$5.19K	﹤0.01%	352
2019 Q2	$13K	Buy	1,116 +1,100	+6,875%	+$12.4K	0.01%	334
2019 Q1	$0	Hold	16	–	–	﹤0.01%	729
2018 Q4	$0	Buy	+16	New	+$305	﹤0.01%	713

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Global Wealth Management Investment Advisory's LUMN Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Lumen (LUMN) in Q1 2024, closing a stake of 100 shares — an estimated $183 sold.

Global Wealth Management Investment Advisory first reported a position in LUMN in Q4 2018 and held it in 18 quarters. The position peaked at $13K in Q2 2019. 486 funds tracked by Wall St. Rank hold LUMN as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Lumen position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 100 Lumen shares in Q1 2024, an estimated $183.
Global Wealth Management Investment Advisory first reported a position in Lumen in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Lumen position peaked at $13K in Q2 2019.
486 funds tracked by Wall St. Rank held Lumen as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.