Goodman Advisory Group’s Lumen LUMN Stock Holding History

Goodman Advisory 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
2023 Q4	–	Sell	-47	Closed	-$67	–	166
2023 Q3	$67	Hold	47	–	–	﹤0.01%	157
2023 Q2	$106	Hold	47	–	–	﹤0.01%	155
2023 Q1	$125	Hold	47	–	–	﹤0.01%	157
2022 Q4	$0	Hold	47	–	–	﹤0.01%	154
2022 Q3	$0	Hold	47	–	–	﹤0.01%	168
2022 Q2	$1K	Buy	+47	New	+$527	﹤0.01%	160

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goodman Advisory Group's LUMN Position: Q4 2023 in Review

Goodman Advisory Group sold out of Lumen (LUMN) in Q4 2023, closing a stake of 47 shares — an estimated $67 sold.

Goodman Advisory Group first reported a position in LUMN in Q2 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 494 funds tracked by Wall St. Rank hold LUMN as of Q4 2023.

Goodman Advisory Group reported no remaining Lumen position as of Q4 2023 after selling out during the quarter.
Goodman Advisory Group sold 47 Lumen shares in Q4 2023, an estimated $67.
Goodman Advisory Group first reported a position in Lumen in Q2 2022 and held it in 6 quarters.
Goodman Advisory Group's Lumen position peaked at $1K in Q2 2022.
494 funds tracked by Wall St. Rank held Lumen as of Q4 2023.

Based on Goodman Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.