Castle Financial & Retirement Planning Associates’s Lumen LUMN Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$13K	Buy	+1,038	New	+$13.2K	0.04%	83

Other funds holding LUMN

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

SAM

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Castle Financial & Retirement Planning Associates's LUMN Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Lumen (LUMN) in Q4 2021: 1,038 shares worth $13K. The stake represents 0.04% of the portfolio and ranks #83 among its holdings.

792 funds tracked by Wall St. Rank hold LUMN as of Q4 2021.

Castle Financial & Retirement Planning Associates held 1,038 shares of Lumen worth $13K as of Q4 2021.
Lumen was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Lumen made up 0.04% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #83 holding.
792 funds tracked by Wall St. Rank held Lumen as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.