Schechter Investment Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Schechter Investment 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
2023 Q3	–	Sell	-17,368	Closed	-$39.3K	–	660
2023 Q2	$39.3K	Sell	17,368 -914	-5%	-$2.01K	﹤0.01%	623
2023 Q1	$48.4K	Buy	18,282 +688	+4%	+$2.78K	﹤0.01%	654
2022 Q4	$91.8K	Sell	17,594 -17,469	-50%	-$107K	0.01%	799
2022 Q3	$256K	Buy	35,063 +10,346	+42%	+$105K	0.03%	760
2022 Q2	$270K	Buy	24,717 +13,132	+113%	+$147K	0.03%	746
2022 Q1	$131K	Buy	+11,585	New	+$133K	0.01%	875

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 $3.38T AUM 44.17% 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

Schechter Investment Advisors's LUMN Position: Q3 2023 in Review

Schechter Investment Advisors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2023, closing a stake of 17,368 shares — an estimated $39.3K sold.

Schechter Investment Advisors first reported a position in LUMN in Q1 2022 and held it in 6 quarters. The position peaked at $270K in Q2 2022. 504 funds tracked by Wall St. Rank hold LUMN as of Q3 2023.

Schechter Investment Advisors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Schechter Investment Advisors sold 17,368 Lumen Technologies, Inc. Common Stock shares in Q3 2023, an estimated $39.3K.
Schechter Investment Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2022 and held it in 6 quarters.
Schechter Investment Advisors's Lumen Technologies, Inc. Common Stock position peaked at $270K in Q2 2022.
504 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.