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Financial Architects (New Jersey)’s Lumen LUMN Stock Holding History

Financial Architects (New Jersey)’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
2023
Q1 		– Sell
-10,217
Closed -$53.3K – 321
2022
Q4 		$53.3K Sell
10,217
-46
-0.4% -$283 0.01% 319
2022
Q3 		$75K Buy
+10,263
New +$104K 0.01% 307
2020
Q3 		– Sell
-916
Closed -$9K – 545
2020
Q2 		$9K Hold
916
– – ﹤0.01% 659
2020
Q1 		$9K Sell
916
-512
-36% -$6.4K ﹤0.01% 641
2019
Q4 		$19K Sell
1,428
-2,061
-59% -$27.6K ﹤0.01% 580
2019
Q3 		$44K Buy
3,489
+500
+17% +$5.94K 0.01% 463
2019
Q2 		$35K Sell
2,989
-23,292
-89% -$262K 0.01% 584
2019
Q1 		$315K Buy
26,281
+10,089
+62% +$140K 0.05% 232
2018
Q4 		$245K Sell
16,192
-117
-0.7% -$2.23K 0.05% 235
2018
Q3 		$346K Sell
16,309
-1,570
-9% -$32.9K 0.06% 228
2018
Q2 		$333K Sell
17,879
-1,523
-8% -$27.7K 0.06% 206
2018
Q1 		$319K Buy
19,402
+3,946
+26% +$68.4K 0.06% 216
2017
Q4 		$258K Buy
15,456
+14,979
+3,140% +$254K 0.04% 281
2017
Q3 		$9K Buy
477
+200
+72% +$4.21K ﹤0.01% 1154
2017
Q2 		$7K Hold
277
– – ﹤0.01% 1215
2017
Q1 		$7K Hold
277
– – ﹤0.01% 1218
2016
Q4 		$7K Sell
277
-70
-20% -$1.78K ﹤0.01% 1087
2016
Q3 		$10K Hold
347
– – ﹤0.01% 1001
2016
Q2 		$10K Sell
347
-312
-47% -$9.09K ﹤0.01% 976
2016
Q1 		$21K Buy
+659
New +$18.5K 0.01% 578
2015
Q3 		– Sell
-827
Closed -$24K – 604
2015
Q2 		$24K Buy
827
+180
+28% +$6.13K 0.01% 599
2015
Q1 		$22K Hold
647
– – 0.01% 556
2014
Q4 		$26K Buy
647
+270
+72% +$10.8K 0.01% 472
2014
Q3 		$15K Hold
377
– – 0.01% 518
2014
Q2 		$14K Buy
+377
New +$13.5K 0.01% 567
2013
Q4 		– Sell
-1,858
Closed -$57K – 380
2013
Q3 		$57K Hold
1,858
– – 0.04% 239
2013
Q2 		$67K Buy
+1,858
New +$67.6K 0.05% 209

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
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Architects (New Jersey)'s LUMN Position: Q1 2023 in Review

Financial Architects (New Jersey) sold out of Lumen (LUMN) in Q1 2023, closing a stake of 10,217 shares — an estimated $53.3K sold.

Financial Architects (New Jersey) first reported a position in LUMN in Q2 2013 and held it in 27 quarters. The position peaked at $346K in Q3 2018. 637 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

  • Financial Architects (New Jersey) reported no remaining Lumen position as of Q1 2023 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 10,217 Lumen shares in Q1 2023, an estimated $53.3K.
  • Financial Architects (New Jersey) first reported a position in Lumen in Q2 2013 and held it in 27 quarters.
  • Financial Architects (New Jersey)'s Lumen position peaked at $346K in Q3 2018.
  • 637 funds tracked by Wall St. Rank held Lumen as of Q1 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2023, filed 12 May 2023.