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Beacon Capital Management Inc (Ohio)’s Lumen LUMN Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q3 		– Sell
-645
Closed -$7K – 94
2022
Q2 		$7K Buy
+645
New +$7.24K ﹤0.01% 62
2021
Q1 		– Sell
-308
Closed -$3K – 69
2020
Q4 		$3K Hold
308
– – ﹤0.01% 58
2020
Q3 		$3K Buy
+308
New +$3.2K ﹤0.01% 64
2016
Q1 		– Sell
-5
Closed – – 277
2015
Q4 		$0 Buy
+5
New +$134 ﹤0.01% 320

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State Street
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SAM
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s LUMN Position: Q3 2022 in Review

Beacon Capital Management Inc (Ohio) sold out of Lumen (LUMN) in Q3 2022, closing a stake of 645 shares — an estimated $7K sold.

Beacon Capital Management Inc (Ohio) first reported a position in LUMN in Q4 2015 and held it in 4 quarters. The position peaked at $7K in Q2 2022. 779 funds tracked by Wall St. Rank hold LUMN as of Q3 2022.

  • Beacon Capital Management Inc (Ohio) reported no remaining Lumen position as of Q3 2022 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 645 Lumen shares in Q3 2022, an estimated $7K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Lumen in Q4 2015 and held it in 4 quarters.
  • Beacon Capital Management Inc (Ohio)'s Lumen position peaked at $7K in Q2 2022.
  • 779 funds tracked by Wall St. Rank held Lumen as of Q3 2022.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2022, filed 11 Oct 2022.