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

Resurgent 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
Q1 		– Sell
-15,000
Closed -$27.4K – 363
2023
Q4 		$27.4K Sell
15,000
-38,000
-72% -$53.9K 0.02% 437
2023
Q3 		$75.3K Buy
53,000
+34,500
+186% +$58.4K 0.05% 268
2023
Q2 		$41.8K Hold
18,500
– – 0.03% 360
2023
Q1 		$49K Buy
+18,500
New +$74.6K 0.03% 331

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

Resurgent Financial Advisors's LUMN Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2024, closing a stake of 15,000 shares — an estimated $27.4K sold.

Resurgent Financial Advisors first reported a position in LUMN in Q1 2023 and held it in 4 quarters. The position peaked at $75.3K in Q3 2023. 487 funds tracked by Wall St. Rank hold LUMN as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 15,000 Lumen Technologies, Inc. Common Stock shares in Q1 2024, an estimated $27.4K.
  • Resurgent Financial Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2023 and held it in 4 quarters.
  • Resurgent Financial Advisors's Lumen Technologies, Inc. Common Stock position peaked at $75.3K in Q3 2023.
  • 487 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.