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Alaethes Wealth’s Lumen Technologies, Inc. Common Stock 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Alaethes Wealth's LUMN Position: Q2 2022 in Review

Alaethes Wealth sold out of Lumen Technologies, Inc. Common Stock (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 Technologies, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Alaethes Wealth sold 891 Lumen Technologies, Inc. Common Stock shares in Q2 2022, an estimated $10K.
  • Alaethes Wealth first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2021 and held it in 4 quarters.
  • Alaethes Wealth's Lumen Technologies, Inc. Common Stock position peaked at $12K in Q2 2021.
  • 805 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2022.

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