Alaethes Wealth’s Lumen LUMN Stock Holding History

Alaethes Wealth’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 Q2	–	Sell	-891	Closed	-$10K	–	218
2022 Q1	$10K	Hold	891	–	–	0.01%	224
2021 Q4	$11K	Hold	891	–	–	0.01%	196
2021 Q3	$11K	Buy	891 +18	+2%	+$226	0.01%	185
2021 Q2	$12K	Buy	+873	New	+$12K	0.01%	178

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Alaethes Wealth's LUMN Position: Q2 2022 in Review

Alaethes Wealth sold out of Lumen (LUMN) in Q2 2022, closing a stake of 891 shares — an estimated $10K sold.

Alaethes Wealth first reported a position in LUMN in Q2 2021 and held it in 4 quarters. The position peaked at $12K in Q2 2021. 805 funds tracked by Wall St. Rank hold LUMN as of Q2 2022.

Alaethes Wealth reported no remaining Lumen position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 891 Lumen shares in Q2 2022, an estimated $10K.
Alaethes Wealth first reported a position in Lumen in Q2 2021 and held it in 4 quarters.
Alaethes Wealth's Lumen position peaked at $12K in Q2 2021.
805 funds tracked by Wall St. Rank held Lumen as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.