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Raymond James Financial Services Advisors’s Lumen LUMN Stock Holding History

Raymond James Financial Services 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
2020
Q4 		– Sell
-10,500
Closed -$1K – 3032
2020
Q3 		$1K Buy
+10,500
New +$109K ﹤0.01% 2875
2020
Q1 		– Sell
-32,300
Closed -$3K – 2679
2019
Q4 		$3K Buy
+32,300
New +$433K ﹤0.01% 2842

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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

Raymond James Financial Services Advisors's LUMN Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Lumen (LUMN) stake by 219% in Q3 2024, buying an estimated $228K and bringing the position to 77,741 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #2552.

Raymond James Financial Services Advisors first reported a position in LUMN in Q2 2013 and has held it in 46 quarters since. The position peaked at $7.38M in Q3 2016. 506 funds tracked by Wall St. Rank hold LUMN as of Q3 2024.

  • Raymond James Financial Services Advisors held 77,741 shares of Lumen worth $552K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 53,358 Lumen shares in Q3 2024, an estimated $228K.
  • Lumen made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2552 holding.
  • Raymond James Financial Services Advisors first reported a position in Lumen in Q2 2013 and has held it in 46 quarters since.
  • Raymond James Financial Services Advisors's Lumen position peaked at $7.38M in Q3 2016.
  • 506 funds tracked by Wall St. Rank held Lumen as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.