Northwest Financial Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Northwest 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
2024 Q4	–	Sell	-17	Closed	-$121	–	356
2024 Q3	$121	Buy	+17	New	+$73	﹤0.01%	549
2024 Q1	–	Sell	-17	Closed	-$31	–	335
2023 Q4	$31	Buy	+17	New	+$24	﹤0.01%	559

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northwest Financial Advisors's LUMN Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2024, closing a stake of 17 shares — an estimated $121 sold.

Northwest Financial Advisors first reported a position in LUMN in Q4 2023 and held it in 2 quarters. The position peaked at $121 in Q3 2024. 558 funds tracked by Wall St. Rank hold LUMN as of Q4 2024.

Northwest Financial Advisors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
Northwest Financial Advisors sold 17 Lumen Technologies, Inc. Common Stock shares in Q4 2024, an estimated $121.
Northwest Financial Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2023 and held it in 2 quarters.
Northwest Financial Advisors's Lumen Technologies, Inc. Common Stock position peaked at $121 in Q3 2024.
558 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.