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Triad Wealth Partners’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-57
Closed -$63 – 539
2024
Q2 		$63 Buy
+57
New +$72 ﹤0.01% 970

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Geode Capital Management
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First Trust Advisors
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HSBC Holdings
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Arrowstreet Capital
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Morgan Stanley
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FSCM
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

Triad Wealth Partners's LUMN Position: Q3 2024 in Review

Triad Wealth Partners sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2024, closing a stake of 57 shares — an estimated $63 sold.

Triad Wealth Partners first reported a position in LUMN in Q2 2024 and held it in 1 quarter. The position peaked at $63 in Q2 2024. 507 funds tracked by Wall St. Rank hold LUMN as of Q3 2024.

  • Triad Wealth Partners reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 57 Lumen Technologies, Inc. Common Stock shares in Q3 2024, an estimated $63.
  • Triad Wealth Partners first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Lumen Technologies, Inc. Common Stock position peaked at $63 in Q2 2024.
  • 507 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.