VisionPoint Advisory Group’s Lumen LUMN Stock Holding History

VisionPoint Advisory Group’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 Q1	–	Sell	-60	Closed	-$110	–	842
2023 Q4	$110	Hold	60	–	–	﹤0.01%	700
2023 Q3	$85	Hold	60	–	–	﹤0.01%	672
2023 Q2	$136	Buy	+60	New	+$132	﹤0.01%	599

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

VisionPoint Advisory Group's LUMN Position: Q1 2024 in Review

VisionPoint Advisory Group sold out of Lumen (LUMN) in Q1 2024, closing a stake of 60 shares — an estimated $110 sold.

VisionPoint Advisory Group first reported a position in LUMN in Q2 2023 and held it in 3 quarters. The position peaked at $136 in Q2 2023. 486 funds tracked by Wall St. Rank hold LUMN as of Q1 2024.

VisionPoint Advisory Group reported no remaining Lumen position as of Q1 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 60 Lumen shares in Q1 2024, an estimated $110.
VisionPoint Advisory Group first reported a position in Lumen in Q2 2023 and held it in 3 quarters.
VisionPoint Advisory Group's Lumen position peaked at $136 in Q2 2023.
486 funds tracked by Wall St. Rank held Lumen as of Q1 2024.

Based on VisionPoint Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.