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Valley Wealth Managers’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Valley Wealth Managers’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
-19
Closed -$21 – 429
2024
Q2 		$21 Hold
19
– – ﹤0.01% 374
2024
Q1 		$30 Hold
19
– – ﹤0.01% 315
2023
Q4 		$35 Hold
19
– – ﹤0.01% 332
2023
Q3 		$27 Hold
19
– – ﹤0.01% 363
2023
Q2 		$43 Hold
19
– – ﹤0.01% 331
2023
Q1 		$50 Buy
+19
New +$77 ﹤0.01% 350

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

Valley Wealth Managers's LUMN Position: Q3 2024 in Review

Valley Wealth Managers sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2024, closing a stake of 19 shares — an estimated $21 sold.

Valley Wealth Managers first reported a position in LUMN in Q1 2023 and held it in 6 quarters. The position peaked at $50 in Q1 2023. 507 funds tracked by Wall St. Rank hold LUMN as of Q3 2024.

  • Valley Wealth Managers reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 19 Lumen Technologies, Inc. Common Stock shares in Q3 2024, an estimated $21.
  • Valley Wealth Managers first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2023 and held it in 6 quarters.
  • Valley Wealth Managers's Lumen Technologies, Inc. Common Stock position peaked at $50 in Q1 2023.
  • 507 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2024.

Based on Valley Wealth Managers's 13F filing for Q3 2024, filed 6 Nov 2024.