VBFP
LUMN icon

Valtinson Bruner Financial Planning’s Lumen LUMN Stock Holding History

Valtinson Bruner Financial Planning’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
Q2 		– Sell
-10,877
Closed -$17K – 127
2024
Q1 		$17K Buy
+10,877
New +$17K 0.01% 121
2022
Q4 		– Sell
-11,013
Closed -$80K – 118
2022
Q3 		$80K Hold
11,013
– – 0.05% 102
2022
Q2 		$120K Hold
11,013
– – 0.07% 97
2022
Q1 		$126K Hold
11,013
– – 0.07% 94
2021
Q4 		$138K Hold
11,013
– – 0.08% 96
2021
Q3 		$140K Hold
11,013
– – 0.08% 94
2021
Q2 		$141K Hold
11,013
– – 0.08% 85
2021
Q1 		$139K Buy
+11,013
New +$137K 0.08% 83

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $138B AUM 41.87% 1-Year Est. Return

Valtinson Bruner Financial Planning's LUMN Position: Q2 2024 in Review

Valtinson Bruner Financial Planning sold out of Lumen (LUMN) in Q2 2024, closing a stake of 10,877 shares — an estimated $17K sold.

Valtinson Bruner Financial Planning first reported a position in LUMN in Q1 2021 and held it in 8 quarters. The position peaked at $141K in Q2 2021. 453 funds tracked by Wall St. Rank hold LUMN as of Q2 2024.

  • Valtinson Bruner Financial Planning reported no remaining Lumen position as of Q2 2024 after selling out during the quarter.
  • Valtinson Bruner Financial Planning sold 10,877 Lumen shares in Q2 2024, an estimated $17K.
  • Valtinson Bruner Financial Planning first reported a position in Lumen in Q1 2021 and held it in 8 quarters.
  • Valtinson Bruner Financial Planning's Lumen position peaked at $141K in Q2 2021.
  • 453 funds tracked by Wall St. Rank held Lumen as of Q2 2024.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2024, filed 5 Aug 2024.