FHC
LUMN icon

First Heartland Consultants’s Lumen LUMN Stock Holding History

First Heartland Consultants’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
Q3 		– Sell
-11,826
Closed -$129K – 361
2022
Q2 		$129K Sell
11,826
-105
-0.9% -$1.18K 0.02% 333
2022
Q1 		$134K Sell
11,931
-280
-2% -$3.21K 0.02% 343
2021
Q4 		$153 Sell
12,211
-1,353
-10% -$17.2K 0.01% 363
2021
Q3 		$168K Buy
+13,564
New +$170K 0.03% 380
2013
Q4 		– Sell
-7,207
Closed -$229K – 229
2013
Q3 		$229K Sell
7,207
-131
-2% -$4.46K 0.14% 182
2013
Q2 		$259K Buy
+7,338
New +$267K 0.15% 167

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return