FFA
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First Foundation Advisors’s Lumen LUMN Stock Holding History

First Foundation 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
Q2 		– Sell
-16,309
Closed -$184K – 428
2022
Q1 		$184K Sell
16,309
-241,176
-94% -$2.76M 0.01% 409
2021
Q4 		$3.23M Buy
257,485
+34,806
+16% +$443K 0.11% 103
2021
Q3 		$2.76M Sell
222,679
-11,496
-5% -$144K 0.1% 107
2021
Q2 		$3.18M Sell
234,175
-550,798
-70% -$7.6M 0.12% 105
2021
Q1 		$10.5M Sell
784,973
-38,439
-5% -$477K 0.45% 51
2020
Q4 		$8.03M Buy
823,412
+33,785
+4% +$333K 0.36% 53
2020
Q3 		$7.97M Buy
789,627
+48,419
+7% +$503K 0.37% 51
2020
Q2 		$7.43M Sell
741,208
-85,307
-10% -$853K 0.38% 48
2020
Q1 		$7.82M Buy
826,515
+15,862
+2% +$198K 0.48% 42
2019
Q4 		$10.7M Sell
810,653
-161,616
-17% -$2.17M 0.53% 49
2019
Q3 		$12.1M Sell
972,269
-263,555
-21% -$3.13M 0.65% 43
2019
Q2 		$14.5M Buy
1,235,824
+73,265
+6% +$824K 0.81% 32
2019
Q1 		$13.9M Buy
1,162,559
+26,259
+2% +$365K 0.83% 32
2018
Q4 		$17.2M Sell
1,136,300
-43,968
-4% -$839K 1.09% 25
2018
Q3 		$25M Sell
1,180,268
-69,095
-6% -$1.45M 1.38% 19
2018
Q2 		$23.3M Sell
1,249,363
-155,256
-11% -$2.82M 1.37% 22
2018
Q1 		$23.1M Buy
1,404,619
+286,719
+26% +$4.97M 1.29% 28
2017
Q4 		$18.6M Buy
1,117,900
+913,000
+446% +$15.5M 1.01% 32
2017
Q3 		$3.87M Buy
204,900
+65,184
+47% +$1.37M 0.22% 72
2017
Q2 		$3.34M Buy
139,716
+36,829
+36% +$925K 0.2% 71
2017
Q1 		$2.42M Buy
102,887
+44,406
+76% +$1.08M 0.15% 95
2016
Q4 		$1.39M Buy
58,481
+33,881
+138% +$860K 0.09% 121
2016
Q3 		$675K Buy
24,600
+6,894
+39% +$201K 0.05% 160
2016
Q2 		$514K Buy
+17,706
New +$516K 0.04% 188
2013
Q4 		– Sell
-32,529
Closed -$1.02M – 203
2013
Q3 		$1.02M Hold
32,529
– – 0.16% 57
2013
Q2 		$1.15M Buy
+32,529
New +$1.18M 0.23% 49

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

First Foundation Advisors's LUMN Position: Q2 2022 in Review

First Foundation Advisors sold out of Lumen (LUMN) in Q2 2022, closing a stake of 16,309 shares — an estimated $184K sold.

First Foundation Advisors first reported a position in LUMN in Q2 2013 and held it in 26 quarters. The position peaked at $25M in Q3 2018. 806 funds tracked by Wall St. Rank hold LUMN as of Q2 2022.

  • First Foundation Advisors reported no remaining Lumen position as of Q2 2022 after selling out during the quarter.
  • First Foundation Advisors sold 16,309 Lumen shares in Q2 2022, an estimated $184K.
  • First Foundation Advisors first reported a position in Lumen in Q2 2013 and held it in 26 quarters.
  • First Foundation Advisors's Lumen position peaked at $25M in Q3 2018.
  • 806 funds tracked by Wall St. Rank held Lumen as of Q2 2022.

Based on First Foundation Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.