RIA Advisory Group’s Lumen LUMN Stock Holding History

RIA Advisory Group’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
2023 Q3	–	Sell	-19,493	Closed	-$44.1K	–	126
2023 Q2	$44.1K	Hold	19,493	–	–	0.02%	122
2023 Q1	$51.7K	Buy	+19,493	New	+$78.6K	0.02%	119

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

RIA Advisory Group's LUMN Position: Q3 2023 in Review

RIA Advisory Group sold out of Lumen (LUMN) in Q3 2023, closing a stake of 19,493 shares — an estimated $44.1K sold.

RIA Advisory Group first reported a position in LUMN in Q1 2023 and held it in 2 quarters. The position peaked at $51.7K in Q1 2023. 503 funds tracked by Wall St. Rank hold LUMN as of Q3 2023.

RIA Advisory Group reported no remaining Lumen position as of Q3 2023 after selling out during the quarter.
RIA Advisory Group sold 19,493 Lumen shares in Q3 2023, an estimated $44.1K.
RIA Advisory Group first reported a position in Lumen in Q1 2023 and held it in 2 quarters.
RIA Advisory Group's Lumen position peaked at $51.7K in Q1 2023.
503 funds tracked by Wall St. Rank held Lumen as of Q3 2023.

Based on RIA Advisory Group's 13F filing for Q3 2023, filed 14 Nov 2023.