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

Safeguard Financial’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
-2
Closed -$1K – 341
2023
Q2 		$1K Buy
+2
New +$4 ﹤0.01% 544

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State Street
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First Trust Advisors
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Safeguard Financial's LUMN Position: Q3 2023 in Review

Safeguard Financial sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2023, closing a stake of 2 shares — an estimated $1K sold.

Safeguard Financial first reported a position in LUMN in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 503 funds tracked by Wall St. Rank hold LUMN as of Q3 2023.

  • Safeguard Financial reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 2 Lumen Technologies, Inc. Common Stock shares in Q3 2023, an estimated $1K.
  • Safeguard Financial first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Lumen Technologies, Inc. Common Stock position peaked at $1K in Q2 2023.
  • 503 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.