JWM
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Janiczek Wealth Management’s Lumen LUMN Stock Holding History

Janiczek 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
2024
Q2 		$9.75K Buy
+8,860
New +$11.2K ﹤0.01% 662
2023
Q4 		– Sell
-37
Closed -$53 – 1155
2023
Q3 		$53 Hold
37
– – ﹤0.01% 1047
2023
Q2 		$84 Sell
37
-560
-94% -$1.23K ﹤0.01% 976
2023
Q1 		$1.36K Buy
597
+560
+1,514% +$2.26K ﹤0.01% 809
2022
Q4 		$223 Hold
37
– – ﹤0.01% 982
2022
Q3 		$0 Hold
37
– – ﹤0.01% 1008
2022
Q2 		$0 Hold
37
– – ﹤0.01% 1020
2022
Q1 		$0 Hold
37
– – ﹤0.01% 1028
2021
Q4 		$0 Buy
+37
New +$471 ﹤0.01% 1059

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Janiczek Wealth Management's LUMN Position: Q2 2024 in Review

Janiczek Wealth Management opened a new position in Lumen (LUMN) in Q2 2024: 8,860 shares worth $9.75K. The stake represents ﹤0.01% of the portfolio and ranks #662 among its holdings. This is a return to the name: Janiczek Wealth Management previously reported a position in LUMN as recently as Q3 2023.

Janiczek Wealth Management first reported a position in LUMN in Q4 2021 and has held it in 9 quarters since. 452 funds tracked by Wall St. Rank hold LUMN as of Q2 2024.

  • Janiczek Wealth Management held 8,860 shares of Lumen worth $9.75K as of Q2 2024.
  • Lumen was a new Janiczek Wealth Management position in Q2 2024.
  • Lumen made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #662 holding.
  • Janiczek Wealth Management first reported a position in Lumen in Q4 2021 and has held it in 9 quarters since.
  • 452 funds tracked by Wall St. Rank held Lumen as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.