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

Valeo Financial 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
2022
Q3 		– Sell
-13,684
Closed -$149K – 525
2022
Q2 		$149K Sell
13,684
-10,545
-44% -$118K 0.01% 448
2022
Q1 		$178K Buy
24,229
+12,675
+110% +$145K 0.01% 553
2021
Q4 		$145K Sell
11,554
-7,603
-40% -$96.8K 0.01% 541
2021
Q3 		$237K Buy
+19,157
New +$240K 0.01% 453
2021
Q2 		– Sell
-7,489
Closed -$100K – 1251
2021
Q1 		$100K Hold
7,489
– – ﹤0.01% 627
2020
Q4 		$73K Sell
7,489
-760
-9% -$7.5K ﹤0.01% 656
2020
Q3 		$83K Sell
8,249
-7,175
-47% -$74.6K 0.01% 518
2020
Q2 		$155K Buy
15,424
+4,748
+44% +$47.5K 0.01% 377
2020
Q1 		$114K Buy
10,676
+2,737
+34% +$34.2K 0.01% 395
2019
Q4 		$105K Sell
7,939
-1,835
-19% -$24.6K 0.01% 453
2019
Q3 		$122K Sell
9,774
-5,565
-36% -$66.1K 0.01% 390
2019
Q2 		$180K Sell
15,339
-382
-2% -$4.3K 0.02% 307
2019
Q1 		$188K Buy
15,721
+7,175
+84% +$99.7K 0.02% 289
2018
Q4 		$129K Sell
8,546
-465
-5% -$8.88K 0.02% 330
2018
Q3 		$186K Buy
9,011
+847
+10% +$17.7K 0.03% 285
2018
Q2 		$179K Sell
8,164
-1,079
-12% -$19.6K 0.03% 298
2018
Q1 		$152K Sell
9,243
-437
-5% -$7.58K 0.02% 288
2017
Q4 		$161K Sell
9,680
-5,400
-36% -$91.6K 0.03% 268
2017
Q3 		$285K Buy
+15,080
New +$317K 0.06% 173

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valeo Financial Advisors's LUMN Position: Q3 2022 in Review

Valeo Financial Advisors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2022, closing a stake of 13,684 shares — an estimated $149K sold.

Valeo Financial Advisors first reported a position in LUMN in Q3 2017 and held it in 19 quarters. The position peaked at $285K in Q3 2017. 779 funds tracked by Wall St. Rank hold LUMN as of Q3 2022.

  • Valeo Financial Advisors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 13,684 Lumen Technologies, Inc. Common Stock shares in Q3 2022, an estimated $149K.
  • Valeo Financial Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2017 and held it in 19 quarters.
  • Valeo Financial Advisors's Lumen Technologies, Inc. Common Stock position peaked at $285K in Q3 2017.
  • 779 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2022.

Based on Valeo Financial Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.