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Householder Group Estate & Retirement Specialist’s Lumen LUMN Stock Holding History

Householder Group Estate & Retirement Specialist’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
-3,174
Closed -$22K – 914
2024
Q3 		$22K Hold
3,174
– – 0.01% 665
2024
Q2 		$3K Hold
3,174
– – ﹤0.01% 1017
2024
Q1 		$4.95K Hold
3,174
– – ﹤0.01% 932
2023
Q4 		$5K Hold
3,174
– – ﹤0.01% 890
2023
Q3 		$4.51K Buy
+3,174
New +$5.37K ﹤0.01% 959
2023
Q1 		$12K Buy
+4,386
New +$17.7K ﹤0.01% 764
2022
Q4 		– Sell
-4,402
Closed -$32K – 781
2022
Q3 		$32K Buy
+4,402
New +$44.8K 0.01% 485

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Householder Group Estate & Retirement Specialist's LUMN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Lumen (LUMN) in Q4 2024, closing a stake of 3,174 shares — an estimated $22K sold.

Householder Group Estate & Retirement Specialist first reported a position in LUMN in Q3 2022 and held it in 7 quarters. The position peaked at $32K in Q3 2022. 557 funds tracked by Wall St. Rank hold LUMN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Lumen position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 3,174 Lumen shares in Q4 2024, an estimated $22K.
  • Householder Group Estate & Retirement Specialist first reported a position in Lumen in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Lumen position peaked at $32K in Q3 2022.
  • 557 funds tracked by Wall St. Rank held Lumen as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.