EW
LUMN icon

Evoke Wealth’s Lumen LUMN Stock Holding History

Evoke Wealth’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
-1,331
Closed -$10K – 806
2022
Q3 		$10K Buy
1,331
+538
+68% +$5.47K ﹤0.01% 752
2022
Q2 		$9K Buy
793
+577
+267% +$6.47K ﹤0.01% 785
2022
Q1 		$2K Sell
216
-369
-63% -$4.22K ﹤0.01% 1049
2021
Q4 		$7K Hold
585
– – ﹤0.01% 842
2021
Q3 		$7K Hold
585
– – ﹤0.01% 798
2021
Q2 		$8K Sell
585
-302
-34% -$4.17K ﹤0.01% 778
2021
Q1 		$12K Buy
887
+302
+52% +$3.75K ﹤0.01% 659
2020
Q4 		$6K Sell
585
-51
-8% -$503 ﹤0.01% 681
2020
Q3 		$6K Buy
636
+428
+206% +$4.45K ﹤0.01% 630
2020
Q2 		$2K Sell
208
-296
-59% -$2.96K ﹤0.01% 872
2020
Q1 		$4.77K Sell
504
-1,178
-70% -$14.7K ﹤0.01% 620
2019
Q4 		$22.2K Buy
1,682
+80
+5% +$1.07K ﹤0.01% 567
2019
Q3 		$20K Buy
+1,602
New +$19K ﹤0.01% 661

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Evoke Wealth's LUMN Position: Q4 2022 in Review

Evoke Wealth sold out of Lumen (LUMN) in Q4 2022, closing a stake of 1,331 shares — an estimated $10K sold.

Evoke Wealth first reported a position in LUMN in Q3 2019 and held it in 13 quarters. The position peaked at $22.2K in Q4 2019. 752 funds tracked by Wall St. Rank hold LUMN as of Q4 2022.

  • Evoke Wealth reported no remaining Lumen position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 1,331 Lumen shares in Q4 2022, an estimated $10K.
  • Evoke Wealth first reported a position in Lumen in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Lumen position peaked at $22.2K in Q4 2019.
  • 752 funds tracked by Wall St. Rank held Lumen as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.