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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
2019
Q4 		– Sell
-4,500
Closed -$56K – 960
2019
Q3 		$56K Buy
4,500
+3,500
+350% +$41.6K 0.01% 418
2019
Q2 		$12K Sell
1,000
-1,500
-60% -$16.9K ﹤0.01% 856
2019
Q1 		$30K Buy
+2,500
New +$34.7K 0.01% 761

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.