VWA
LUMN icon

Visionary Wealth Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Visionary Wealth 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
2023
Q2 		– Sell
-10,183
Closed -$27K – 478
2023
Q1 		$27K Sell
10,183
-1,000
-9% -$4.04K ﹤0.01% 448
2022
Q4 		$58K Sell
11,183
-3,640
-25% -$22.4K 0.01% 410
2022
Q3 		$108K Sell
14,823
-206
-1% -$2.1K 0.01% 379
2022
Q2 		$164K Sell
15,029
-10,142
-40% -$114K 0.01% 403
2022
Q1 		$284K Buy
25,171
+11,717
+87% +$134K 0.02% 337
2021
Q4 		$169K Buy
+13,454
New +$171K 0.01% 363

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

Visionary Wealth Advisors's LUMN Position: Q2 2023 in Review

Visionary Wealth Advisors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2023, closing a stake of 10,183 shares — an estimated $27K sold.

Visionary Wealth Advisors first reported a position in LUMN in Q4 2021 and held it in 6 quarters. The position peaked at $284K in Q1 2022. 554 funds tracked by Wall St. Rank hold LUMN as of Q2 2023.

  • Visionary Wealth Advisors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Visionary Wealth Advisors sold 10,183 Lumen Technologies, Inc. Common Stock shares in Q2 2023, an estimated $27K.
  • Visionary Wealth Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2021 and held it in 6 quarters.
  • Visionary Wealth Advisors's Lumen Technologies, Inc. Common Stock position peaked at $284K in Q1 2022.
  • 554 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2023.

Based on Visionary Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.