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Impact Partnership Wealth’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-6,509
Closed -$10.2K – 485
2024
Q1 		$10.2K Hold
6,509
– – ﹤0.01% 448
2023
Q4 		$11.9K Sell
6,509
-381
-6% -$540 ﹤0.01% 477
2023
Q3 		$9.78K Sell
6,890
-208,959
-97% -$354K ﹤0.01% 597
2023
Q2 		$488K Buy
+215,849
New +$475K 0.17% 75

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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Impact Partnership Wealth's LUMN Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2024, closing a stake of 6,509 shares — an estimated $10.2K sold.

Impact Partnership Wealth first reported a position in LUMN in Q2 2023 and held it in 4 quarters. The position peaked at $488K in Q2 2023. 454 funds tracked by Wall St. Rank hold LUMN as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 6,509 Lumen Technologies, Inc. Common Stock shares in Q2 2024, an estimated $10.2K.
  • Impact Partnership Wealth first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Lumen Technologies, Inc. Common Stock position peaked at $488K in Q2 2023.
  • 454 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.