FWM
LUMN icon

Foresight Wealth Management’s Lumen LUMN Stock Holding History

Foresight Wealth Management’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
-96,405
Closed -$702K – 64
2022
Q3 		$702K Buy
96,405
+10,070
+12% +$102K 0.16% 58
2022
Q2 		$942K Buy
86,335
+7,387
+9% +$82.9K 0.19% 47
2022
Q1 		$890K Buy
78,948
+19,132
+32% +$219K 0.16% 51
2021
Q4 		$751K Buy
59,816
+3,524
+6% +$44.9K 0.01% 60
2021
Q3 		$697K Sell
56,292
-1,384
-2% -$17.3K 0.14% 54
2021
Q2 		$784K Buy
57,676
+8,328
+17% +$115K 0.17% 56
2021
Q1 		$659K Buy
49,348
+14,225
+41% +$177K 0.17% 61
2020
Q4 		$342K Buy
35,123
+19,333
+122% +$191K 0.09% 89
2020
Q3 		$159K Buy
+15,790
New +$164K 0.05% 88

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

Foresight Wealth Management's LUMN Position: Q4 2022 in Review

Foresight Wealth Management sold out of Lumen (LUMN) in Q4 2022, closing a stake of 96,405 shares — an estimated $702K sold.

Foresight Wealth Management first reported a position in LUMN in Q3 2020 and held it in 9 quarters. The position peaked at $942K in Q2 2022. 752 funds tracked by Wall St. Rank hold LUMN as of Q4 2022.

  • Foresight Wealth Management reported no remaining Lumen position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 96,405 Lumen shares in Q4 2022, an estimated $702K.
  • Foresight Wealth Management first reported a position in Lumen in Q3 2020 and held it in 9 quarters.
  • Foresight Wealth Management's Lumen position peaked at $942K in Q2 2022.
  • 752 funds tracked by Wall St. Rank held Lumen as of Q4 2022.

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