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TD Ameritrade Investment Management’s Lumen LUMN Stock Holding History

TD Ameritrade Investment Management’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
Q2 		– Sell
-46
Closed – – 575
2023
Q1 		$0 Hold
46
– – ﹤0.01% 609
2022
Q4 		$0 Hold
46
– – ﹤0.01% 614
2022
Q3 		$0 Sell
46
-2
-4% -$20 ﹤0.01% 622
2022
Q2 		$1K Buy
+48
New +$539 ﹤0.01% 583
2021
Q4 		– Sell
-1,125
Closed -$11K – 673
2021
Q3 		$11K Buy
1,125
+709
+170% +$8.89K ﹤0.01% 437
2021
Q2 		$6K Sell
416
-444
-52% -$6.13K ﹤0.01% 512
2021
Q1 		$8K Hold
860
– – ﹤0.01% 489
2020
Q4 		$8K Sell
860
-265
-24% -$2.62K ﹤0.01% 489
2020
Q3 		$11K Buy
+1,125
New +$11.7K ﹤0.01% 437
2019
Q3 		– Sell
-92
Closed -$1K – 678
2019
Q2 		$1K Hold
92
– – ﹤0.01% 612
2019
Q1 		$1K Sell
92
-1,982
-96% -$27.5K ﹤0.01% 551
2018
Q4 		$31K Buy
2,074
+95
+5% +$1.81K ﹤0.01% 268
2018
Q3 		$42K Buy
1,979
+913
+86% +$19.1K ﹤0.01% 219
2018
Q2 		$20K Buy
+1,066
New +$19.4K ﹤0.01% 187

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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 $124B AUM 33.93% 1-Year Est. Return

TD Ameritrade Investment Management's LUMN Position: Q2 2023 in Review

TD Ameritrade Investment Management sold out of Lumen (LUMN) in Q2 2023, closing a stake of 46 shares.

TD Ameritrade Investment Management first reported a position in LUMN in Q2 2018 and held it in 14 quarters. The position peaked at $42K in Q3 2018. 555 funds tracked by Wall St. Rank hold LUMN as of Q2 2023.

  • TD Ameritrade Investment Management reported no remaining Lumen position as of Q2 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 46 Lumen shares in Q2 2023.
  • TD Ameritrade Investment Management first reported a position in Lumen in Q2 2018 and held it in 14 quarters.
  • TD Ameritrade Investment Management's Lumen position peaked at $42K in Q3 2018.
  • 555 funds tracked by Wall St. Rank held Lumen as of Q2 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.