EWM
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Edge Wealth Management’s Lumen LUMN Stock Holding History

Edge Wealth Management’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
Q1 		– Sell
-1,500
Closed -$19K – 293
2021
Q4 		$19K Hold
1,500
– – ﹤0.01% 263
2021
Q3 		$19K Buy
+1,500
New +$18.8K ﹤0.01% 270
2013
Q3 		– Sell
-30
Closed -$1K – 350
2013
Q2 		$1K Buy
+30
New +$1.09K ﹤0.01% 306

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Edge Wealth Management's LUMN Position: Q1 2022 in Review

Edge Wealth Management sold out of Lumen (LUMN) in Q1 2022, closing a stake of 1,500 shares — an estimated $19K sold.

Edge Wealth Management first reported a position in LUMN in Q2 2013 and held it in 3 quarters. The position peaked at $19K in Q4 2021. 779 funds tracked by Wall St. Rank hold LUMN as of Q1 2022.

  • Edge Wealth Management reported no remaining Lumen position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 1,500 Lumen shares in Q1 2022, an estimated $19K.
  • Edge Wealth Management first reported a position in Lumen in Q2 2013 and held it in 3 quarters.
  • Edge Wealth Management's Lumen position peaked at $19K in Q4 2021.
  • 779 funds tracked by Wall St. Rank held Lumen as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.