Modera Wealth Management
LUMN icon

Modera Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Modera 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
Q3 		– Sell
-12,624
Closed -$13.9K – 617
2024
Q2 		$13.9K Sell
12,624
-4
-0% -$5 ﹤0.01% 571
2024
Q1 		$19.7K Buy
12,628
+4
+0% +$6 ﹤0.01% 570
2023
Q4 		$23.1K Hold
12,624
– – ﹤0.01% 522
2023
Q3 		$17.9K Hold
12,624
– – ﹤0.01% 545
2023
Q2 		$28.5K Buy
+12,624
New +$27.8K ﹤0.01% 557
2022
Q1 		– Sell
-24,737
Closed -$310K – 497
2021
Q4 		$310K Buy
+24,737
New +$315K 0.01% 401

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

Modera Wealth Management's LUMN Position: Q3 2024 in Review

Modera Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2024, closing a stake of 12,624 shares — an estimated $13.9K sold.

Modera Wealth Management first reported a position in LUMN in Q4 2021 and held it in 6 quarters. The position peaked at $310K in Q4 2021. 507 funds tracked by Wall St. Rank hold LUMN as of Q3 2024.

  • Modera Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Modera Wealth Management sold 12,624 Lumen Technologies, Inc. Common Stock shares in Q3 2024, an estimated $13.9K.
  • Modera Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2021 and held it in 6 quarters.
  • Modera Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $310K in Q4 2021.
  • 507 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2024.

Based on Modera Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.