Pathway Financial Advisers’s Lumen LUMN Stock Holding History

Pathway Financial Advisers’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	-179	Closed	-$951	–	306
2024 Q4	$951	Buy	+179	New	+$1.24K	﹤0.01%	428

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Pathway Financial Advisers's LUMN Position: Q1 2025 in Review

Pathway Financial Advisers sold out of Lumen (LUMN) in Q1 2025, closing a stake of 179 shares — an estimated $951 sold.

Pathway Financial Advisers first reported a position in LUMN in Q4 2024 and held it in 1 quarter. The position peaked at $951 in Q4 2024. 538 funds tracked by Wall St. Rank hold LUMN as of Q1 2025.

Pathway Financial Advisers reported no remaining Lumen position as of Q1 2025 after selling out during the quarter.
Pathway Financial Advisers sold 179 Lumen shares in Q1 2025, an estimated $951.
Pathway Financial Advisers first reported a position in Lumen in Q4 2024 and held it in 1 quarter.
Pathway Financial Advisers's Lumen position peaked at $951 in Q4 2024.
538 funds tracked by Wall St. Rank held Lumen as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.