Planned Solutions’s Lumen LUMN Stock Holding History

Planned Solutions’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	-12	Closed	-$85	–	413
2024 Q3	$85	Buy	+12	New	+$51	﹤0.01%	644
2024 Q1	–	Sell	-12	Closed	-$22	–	352
2023 Q4	$22	Buy	+12	New	+$17	﹤0.01%	582
2021 Q1	–	Sell	-12	Closed	–	–	262
2020 Q4	$0	Hold	12	–	–	﹤0.01%	466
2020 Q3	$0	Buy	+12	New	+$125	﹤0.01%	334

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

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

Planned Solutions's LUMN Position: Q4 2024 in Review

Planned Solutions sold out of Lumen (LUMN) in Q4 2024, closing a stake of 12 shares — an estimated $85 sold.

Planned Solutions first reported a position in LUMN in Q3 2020 and held it in 4 quarters. The position peaked at $85 in Q3 2024. 557 funds tracked by Wall St. Rank hold LUMN as of Q4 2024.

Planned Solutions reported no remaining Lumen position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 12 Lumen shares in Q4 2024, an estimated $85.
Planned Solutions first reported a position in Lumen in Q3 2020 and held it in 4 quarters.
Planned Solutions's Lumen position peaked at $85 in Q3 2024.
557 funds tracked by Wall St. Rank held Lumen as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.