1NWS
LUMN icon

1 North Wealth Services’s Lumen LUMN Stock Holding History

1 North Wealth Services’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
2019
Q4 		$22K Buy
+1,657
New +$22.2K 0.01% 142

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1 North Wealth Services's LUMN Position: Q4 2019 in Review

1 North Wealth Services opened a new position in Lumen (LUMN) in Q4 2019: 1,657 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #142 among its holdings.

721 funds tracked by Wall St. Rank hold LUMN as of Q4 2019.

  • 1 North Wealth Services held 1,657 shares of Lumen worth $22K as of Q4 2019.
  • Lumen was a new 1 North Wealth Services position in Q4 2019.
  • Lumen made up 0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #142 holding.
  • 721 funds tracked by Wall St. Rank held Lumen as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.