Ahrens Investment Partners’s Lumen LUMN Stock Holding History

Ahrens Investment Partners’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 Q1	$1.72K	Buy	+647	New	+$2.61K	﹤0.01%	903
2022 Q3	–	Sell	-1,598	Closed	-$17K	–	592
2022 Q2	$17K	Sell	1,598 -902	-36%	-$10.1K	0.01%	533
2022 Q1	$28K	Buy	2,500 +107	+4%	+$1.23K	0.01%	527
2021 Q4	$30K	Buy	+2,393	New	+$30.5K	0.01%	502
2019 Q1	–	Sell	-15,502	Closed	-$235K	–	184
2018 Q4	$235K	Buy	+15,502	New	+$296K	0.11%	127
2017 Q3	–	Sell	-8,769	Closed	-$209K	–	171
2017 Q2	$209K	Buy	+8,769	New	+$220K	0.09%	133

Other funds holding LUMN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ahrens Investment Partners's LUMN Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Lumen (LUMN) in Q1 2023: 647 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #903 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in LUMN as recently as Q2 2022.

Ahrens Investment Partners first reported a position in LUMN in Q2 2017 and has held it in 6 quarters since. The position peaked at $235K in Q4 2018. 636 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

Ahrens Investment Partners held 647 shares of Lumen worth $1.72K as of Q1 2023.
Lumen was a new Ahrens Investment Partners position in Q1 2023.
Lumen made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #903 holding.
Ahrens Investment Partners first reported a position in Lumen in Q2 2017 and has held it in 6 quarters since.
Ahrens Investment Partners's Lumen position peaked at $235K in Q4 2018.
636 funds tracked by Wall St. Rank held Lumen as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.