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Clearview Wealth Advisors’s Lumen LUMN Stock Holding History

Clearview Wealth Advisors’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
Q4 		– Sell
-192
Closed -$1K – 645
2022
Q3 		$1K Hold
192
– – ﹤0.01% 537
2022
Q2 		$2K Hold
192
– – ﹤0.01% 499
2022
Q1 		$2K Hold
192
– – ﹤0.01% 528
2021
Q4 		$2K Sell
192
-1,064
-85% -$13.5K ﹤0.01% 590
2021
Q3 		$16K Buy
1,256
+17
+1% +$213 0.01% 362
2021
Q2 		$17K Buy
1,239
+16
+1% +$221 0.01% 359
2021
Q1 		$16K Buy
1,223
+17
+1% +$211 0.01% 360
2020
Q4 		$12K Buy
+1,206
New +$11.9K 0.01% 352

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Clearview Wealth Advisors's LUMN Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of Lumen (LUMN) in Q4 2022, closing a stake of 192 shares — an estimated $1K sold.

Clearview Wealth Advisors first reported a position in LUMN in Q4 2020 and held it in 8 quarters. The position peaked at $17K in Q2 2021. 753 funds tracked by Wall St. Rank hold LUMN as of Q4 2022.

  • Clearview Wealth Advisors reported no remaining Lumen position as of Q4 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 192 Lumen shares in Q4 2022, an estimated $1K.
  • Clearview Wealth Advisors first reported a position in Lumen in Q4 2020 and held it in 8 quarters.
  • Clearview Wealth Advisors's Lumen position peaked at $17K in Q2 2021.
  • 753 funds tracked by Wall St. Rank held Lumen as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.