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

Greenwich 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
2023
Q3 		– Sell
-40,799
Closed -$92K – 234
2023
Q2 		$92K Buy
40,799
+23,601
+137% +$52K 0.01% 223
2023
Q1 		$46K Buy
17,198
+4,859
+39% +$19.6K 0.01% 230
2022
Q4 		$64K Buy
+12,339
New +$75.8K 0.01% 227

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BlackRock
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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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $138B AUM 41.87% 1-Year Est. Return

Greenwich Wealth Management's LUMN Position: Q3 2023 in Review

Greenwich Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2023, closing a stake of 40,799 shares — an estimated $92K sold.

Greenwich Wealth Management first reported a position in LUMN in Q4 2022 and held it in 3 quarters. The position peaked at $92K in Q2 2023. 504 funds tracked by Wall St. Rank hold LUMN as of Q3 2023.

  • Greenwich Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Greenwich Wealth Management sold 40,799 Lumen Technologies, Inc. Common Stock shares in Q3 2023, an estimated $92K.
  • Greenwich Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2022 and held it in 3 quarters.
  • Greenwich Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $92K in Q2 2023.
  • 504 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2023.

Based on Greenwich Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.