LGT Financial Advisors’s Lumen LUMN Stock Holding History

LGT 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
2025 Q1	–	Sell	-1,090	Closed	-$5.79K	–	552
2024 Q4	$5.79K	Buy	+1,090	New	+$7.52K	0.01%	525

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGT Financial Advisors's LUMN Position: Q1 2025 in Review

LGT Financial Advisors sold out of Lumen (LUMN) in Q1 2025, closing a stake of 1,090 shares — an estimated $5.79K sold.

LGT Financial Advisors first reported a position in LUMN in Q4 2024 and held it in 1 quarter. The position peaked at $5.79K in Q4 2024. 537 funds tracked by Wall St. Rank hold LUMN as of Q1 2025.

LGT Financial Advisors reported no remaining Lumen position as of Q1 2025 after selling out during the quarter.
LGT Financial Advisors sold 1,090 Lumen shares in Q1 2025, an estimated $5.79K.
LGT Financial Advisors first reported a position in Lumen in Q4 2024 and held it in 1 quarter.
LGT Financial Advisors's Lumen position peaked at $5.79K in Q4 2024.
537 funds tracked by Wall St. Rank held Lumen as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.