New Wave Wealth Advisors’s Lumen LUMN Stock Holding History

New Wave Wealth 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	-1,645	Closed	-$8.73K	–	439
2024 Q4	$8.73K	Buy	+1,645	New	+$11.3K	﹤0.01%	366

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

New Wave Wealth Advisors's LUMN Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Lumen (LUMN) in Q1 2025, closing a stake of 1,645 shares — an estimated $8.73K sold.

New Wave Wealth Advisors first reported a position in LUMN in Q4 2024 and held it in 1 quarter. The position peaked at $8.73K in Q4 2024. 537 funds tracked by Wall St. Rank hold LUMN as of Q1 2025.

New Wave Wealth Advisors reported no remaining Lumen position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 1,645 Lumen shares in Q1 2025, an estimated $8.73K.
New Wave Wealth Advisors first reported a position in Lumen in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Lumen position peaked at $8.73K in Q4 2024.
537 funds tracked by Wall St. Rank held Lumen as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.