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Global Wealth Strategies & Associates’s Lumen LUMN Stock Holding History

Global Wealth Strategies & Associates’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
-863
Closed -$1.58K – 372
2023
Q4 		$1.58K Hold
863
– – ﹤0.01% 262
2023
Q3 		$1.23K Hold
863
– – ﹤0.01% 278
2023
Q2 		$1.95K Hold
863
– – ﹤0.01% 257
2023
Q1 		$2.29K Hold
863
– – ﹤0.01% 256
2022
Q4 		$4.5K Buy
+863
New +$5.3K ﹤0.01% 215

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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $124B AUM 33.93% 1-Year Est. Return

Global Wealth Strategies & Associates's LUMN Position: Q1 2024 in Review

Global Wealth Strategies & Associates sold out of Lumen (LUMN) in Q1 2024, closing a stake of 863 shares — an estimated $1.58K sold.

Global Wealth Strategies & Associates first reported a position in LUMN in Q4 2022 and held it in 5 quarters. The position peaked at $4.5K in Q4 2022. 486 funds tracked by Wall St. Rank hold LUMN as of Q1 2024.

  • Global Wealth Strategies & Associates reported no remaining Lumen position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 863 Lumen shares in Q1 2024, an estimated $1.58K.
  • Global Wealth Strategies & Associates first reported a position in Lumen in Q4 2022 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's Lumen position peaked at $4.5K in Q4 2022.
  • 486 funds tracked by Wall St. Rank held Lumen as of Q1 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2024, filed 1 Apr 2024.