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WR Wealth Planners’s Lumen LUMN Stock Holding History

WR Wealth Planners’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
Q4 		– Hold
0
– – – 1104
2024
Q3 		– Hold
0
– – – 1137
2024
Q2 		– Hold
0
– – – 1141
2024
Q1 		– Hold
0
– – – 1171
2023
Q4 		– Sell
-1,639
Closed -$2.33K – 573
2023
Q3 		$2.33K Hold
1,639
– – ﹤0.01% 760
2023
Q2 		$3.7K Hold
1,639
– – ﹤0.01% 720
2023
Q1 		$4.34K Buy
1,639
+500
+44% +$2.02K ﹤0.01% 698
2022
Q4 		$5.94K Sell
1,139
-1,108
-49% -$6.81K ﹤0.01% 313
2022
Q3 		$16.4K Buy
2,247
+55
+3% +$560 0.01% 219
2022
Q2 		$23.9K Buy
2,192
+47
+2% +$527 0.02% 212
2022
Q1 		$24.2K Buy
+2,145
New +$24.6K 0.01% 210

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's LUMN Position: Q4 2024 in Review

WR Wealth Planners held its Lumen (LUMN) position steady in Q4 2024 at 0 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

WR Wealth Planners first reported a position in LUMN in Q1 2022 and has held it in 7 quarters since. The position peaked at $24.2K in Q1 2022. 557 funds tracked by Wall St. Rank hold LUMN as of Q4 2024.

  • WR Wealth Planners held 0 shares of Lumen worth $3 as of Q4 2024.
  • WR Wealth Planners left its Lumen share count unchanged in Q4 2024.
  • Lumen made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1104 holding.
  • WR Wealth Planners first reported a position in Lumen in Q1 2022 and has held it in 7 quarters since.
  • WR Wealth Planners's Lumen position peaked at $24.2K in Q1 2022.
  • 557 funds tracked by Wall St. Rank held Lumen as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.