Frontier Wealth Management’s Lumen LUMN Stock Holding History

Frontier 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 Q2	$145K	Sell	13,323 -261	-2%	-$2.93K	0.01%	373
2022 Q1	$155K	Sell	13,584 -33	-0.2%	-$378	﹤0.01%	382
2021 Q4	$171K	Buy	13,617 +7	+0.1%	+$89	0.01%	408
2021 Q3	$169K	Buy	13,610 +94	+0.7%	+$1.18K	0.01%	402
2021 Q2	$184K	Buy	13,516 +1,091	+9%	+$15.1K	0.01%	409
2021 Q1	$166K	Buy	+12,425	New	+$154K	0.01%	369
2019 Q3	–	Sell	-11,014	Closed	-$130K	–	317
2019 Q2	$130K	Sell	11,014 -4,973	-31%	-$55.9K	0.02%	291
2019 Q1	$192K	Buy	15,987 +510	+3%	+$7.09K	0.03%	337
2018 Q4	$234K	Sell	15,477 -6,051	-28%	-$115K	0.04%	305
2018 Q3	$456K	Sell	21,528 -235	-1%	-$4.92K	0.04%	240
2018 Q2	$406K	Buy	21,763 +8,500	+64%	+$154K	0.06%	244
2018 Q1	$218K	Buy	+13,263	New	+$230K	0.03%	351

Other funds holding LUMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Frontier Wealth Management's LUMN Position: Q2 2022 in Review

Frontier Wealth Management reduced its Lumen (LUMN) stake by 1.9% in Q2 2022, selling an estimated $2.93K and leaving 13,323 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #373.

Frontier Wealth Management first reported a position in LUMN in Q1 2018 and has held it in 12 quarters since. The position peaked at $456K in Q3 2018. 806 funds tracked by Wall St. Rank hold LUMN as of Q2 2022.

Frontier Wealth Management held 13,323 shares of Lumen worth $145K as of Q2 2022.
Frontier Wealth Management sold 261 Lumen shares in Q2 2022, an estimated $2.93K.
Lumen made up 0.01% of Frontier Wealth Management's portfolio in Q2 2022, its #373 holding.
Frontier Wealth Management first reported a position in Lumen in Q1 2018 and has held it in 12 quarters since.
Frontier Wealth Management's Lumen position peaked at $456K in Q3 2018.
806 funds tracked by Wall St. Rank held Lumen as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.