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Regent Peak Wealth Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Regent Peak 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
2024
Q1 		– Sell
-26,921
Closed -$49.3K – 176
2023
Q4 		$49.3K Buy
+26,921
New +$38.2K 0.01% 166
2023
Q2 		– Sell
-26,239
Closed -$69.5K – 163
2023
Q1 		$69.5K Buy
+26,239
New +$106K 0.02% 159

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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Regent Peak Wealth Advisors's LUMN Position: Q1 2024 in Review

Regent Peak Wealth Advisors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2024, closing a stake of 26,921 shares — an estimated $49.3K sold.

Regent Peak Wealth Advisors first reported a position in LUMN in Q1 2023 and held it in 2 quarters. The position peaked at $69.5K in Q1 2023. 487 funds tracked by Wall St. Rank hold LUMN as of Q1 2024.

  • Regent Peak Wealth Advisors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 26,921 Lumen Technologies, Inc. Common Stock shares in Q1 2024, an estimated $49.3K.
  • Regent Peak Wealth Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2023 and held it in 2 quarters.
  • Regent Peak Wealth Advisors's Lumen Technologies, Inc. Common Stock position peaked at $69.5K in Q1 2023.
  • 487 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2024.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2024, filed 1 May 2024.