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Arkfeld Wealth Strategies’s Lumen LUMN Stock Holding History

Arkfeld Wealth Strategies’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 		– Sell
-99,198
Closed -$556K – 74
2022
Q4 		$556K Sell
99,198
-49,420
-33% -$304K 0.37% 41
2022
Q3 		$999K Sell
148,618
-3,299
-2% -$33.6K 0.69% 32
2022
Q2 		$1.64M Buy
151,917
+224
+0.1% +$2.51K 1.07% 25
2022
Q1 		$1.73M Buy
+151,693
New +$1.74M 1.12% 24
2021
Q1 		– Sell
-50,129
Closed -$528K – 76
2020
Q4 		$528K Buy
50,129
+11,715
+30% +$116K 0.41% 44
2020
Q3 		$385K Buy
38,414
+26,914
+234% +$280K 0.36% 44
2020
Q2 		$115K Sell
11,500
-1,395
-11% -$14K 0.13% 57
2020
Q1 		$122K Sell
12,895
-91,345
-88% -$1.14M 0.16% 53
2019
Q4 		$1.3M Buy
+104,240
New +$1.4M 1.48% 17

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return