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1620 Investment Advisors’s Lumen LUMN Stock Holding History

1620 Investment 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
2022
Q3 		– Sell
-20,830
Closed -$227K – 126
2022
Q2 		$227K Sell
20,830
-1,484
-7% -$16.7K 0.31% 107
2022
Q1 		$280K Hold
22,314
– – 0.3% 102
2021
Q4 		$280K Buy
+22,314
New +$284K 0.31% 98

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1620 Investment Advisors's LUMN Position: Q3 2022 in Review

1620 Investment Advisors sold out of Lumen (LUMN) in Q3 2022, closing a stake of 20,830 shares — an estimated $227K sold.

1620 Investment Advisors first reported a position in LUMN in Q4 2021 and held it in 3 quarters. The position peaked at $280K in Q1 2022. 778 funds tracked by Wall St. Rank hold LUMN as of Q3 2022.

  • 1620 Investment Advisors reported no remaining Lumen position as of Q3 2022 after selling out during the quarter.
  • 1620 Investment Advisors sold 20,830 Lumen shares in Q3 2022, an estimated $227K.
  • 1620 Investment Advisors first reported a position in Lumen in Q4 2021 and held it in 3 quarters.
  • 1620 Investment Advisors's Lumen position peaked at $280K in Q1 2022.
  • 778 funds tracked by Wall St. Rank held Lumen as of Q3 2022.

Based on 1620 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.