Heritage Wealth Advisors
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Heritage Wealth Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Heritage Wealth 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
2023
Q1 		– Sell
-4,600
Closed -$24K – 587
2022
Q4 		$24K Buy
+4,600
New +$28.3K ﹤0.01% 395
2019
Q1 		– Sell
-340
Closed -$5K – 457
2018
Q4 		$5K Hold
340
– – ﹤0.01% 339
2018
Q3 		$7K Buy
+340
New +$7.11K ﹤0.01% 321

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Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Heritage Wealth Advisors's LUMN Position: Q1 2023 in Review

Heritage Wealth Advisors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2023, closing a stake of 4,600 shares — an estimated $24K sold.

Heritage Wealth Advisors first reported a position in LUMN in Q3 2018 and held it in 3 quarters. The position peaked at $24K in Q4 2022. 637 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

  • Heritage Wealth Advisors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 4,600 Lumen Technologies, Inc. Common Stock shares in Q1 2023, an estimated $24K.
  • Heritage Wealth Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2018 and held it in 3 quarters.
  • Heritage Wealth Advisors's Lumen Technologies, Inc. Common Stock position peaked at $24K in Q4 2022.
  • 637 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2023.

Based on Heritage Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.