LFA
LUMN icon

Legacy Financial Advisors’s Lumen LUMN Stock Holding History

Legacy Financial Advisors’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
-68,966
Closed -$97.9K – 305
2023
Q3 		$97.9K Buy
+68,966
New +$117K 0.02% 259
2019
Q2 		– Sell
-60
Closed -$1K – 571
2019
Q1 		$1K Sell
60
-1,061
-95% -$14.7K ﹤0.01% 986
2018
Q4 		$17K Sell
1,121
-3
-0.3% -$57 0.01% 443
2018
Q3 		$23K Buy
1,124
+404
+56% +$8.45K 0.01% 355
2018
Q2 		$14K Buy
720
+143
+25% +$2.6K 0.01% 446
2018
Q1 		$10K Hold
577
– – ﹤0.01% 478
2017
Q4 		$9K Buy
+577
New +$9.78K ﹤0.01% 504

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Legacy Financial Advisors's LUMN Position: Q4 2023 in Review

Legacy Financial Advisors sold out of Lumen (LUMN) in Q4 2023, closing a stake of 68,966 shares — an estimated $97.9K sold.

Legacy Financial Advisors first reported a position in LUMN in Q4 2017 and held it in 7 quarters. The position peaked at $97.9K in Q3 2023. 494 funds tracked by Wall St. Rank hold LUMN as of Q4 2023.

  • Legacy Financial Advisors reported no remaining Lumen position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Advisors sold 68,966 Lumen shares in Q4 2023, an estimated $97.9K.
  • Legacy Financial Advisors first reported a position in Lumen in Q4 2017 and held it in 7 quarters.
  • Legacy Financial Advisors's Lumen position peaked at $97.9K in Q3 2023.
  • 494 funds tracked by Wall St. Rank held Lumen as of Q4 2023.

Based on Legacy Financial Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.