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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arkfeld Wealth Strategies's LUMN Position: Q1 2023 in Review

Arkfeld Wealth Strategies sold out of Lumen (LUMN) in Q1 2023, closing a stake of 99,198 shares — an estimated $556K sold.

Arkfeld Wealth Strategies first reported a position in LUMN in Q4 2019 and held it in 9 quarters. The position peaked at $1.73M in Q1 2022. 637 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

Arkfeld Wealth Strategies reported no remaining Lumen position as of Q1 2023 after selling out during the quarter.
Arkfeld Wealth Strategies sold 99,198 Lumen shares in Q1 2023, an estimated $556K.
Arkfeld Wealth Strategies first reported a position in Lumen in Q4 2019 and held it in 9 quarters.
Arkfeld Wealth Strategies's Lumen position peaked at $1.73M in Q1 2022.
637 funds tracked by Wall St. Rank held Lumen as of Q1 2023.

Based on Arkfeld Wealth Strategies's 13F filing for Q1 2023, filed 17 Apr 2023.