Heck Capital Advisors’s Lumen LUMN Stock Holding History

Heck Capital 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 Q3	–	Sell	-21,422	Closed	-$234K	–	140
2022 Q2	$234K	Buy	+21,422	New	+$240K	0.05%	108

Other funds holding LUMN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heck Capital Advisors's LUMN Position: Q3 2022 in Review

Heck Capital Advisors sold out of Lumen (LUMN) in Q3 2022, closing a stake of 21,422 shares — an estimated $234K sold.

Heck Capital Advisors first reported a position in LUMN in Q2 2022 and held it in 1 quarter. The position peaked at $234K in Q2 2022. 778 funds tracked by Wall St. Rank hold LUMN as of Q3 2022.

Heck Capital Advisors reported no remaining Lumen position as of Q3 2022 after selling out during the quarter.
Heck Capital Advisors sold 21,422 Lumen shares in Q3 2022, an estimated $234K.
Heck Capital Advisors first reported a position in Lumen in Q2 2022 and held it in 1 quarter.
Heck Capital Advisors's Lumen position peaked at $234K in Q2 2022.
778 funds tracked by Wall St. Rank held Lumen as of Q3 2022.

Based on Heck Capital Advisors's 13F filing for Q3 2022, filed 19 May 2025.