Heritage Wealth Management (Arizona)’s Lumen LUMN Stock Holding History

Heritage Wealth Management (Arizona)’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	$4.77K	Buy	914 +457	+100%	+$2.81K	﹤0.01%	888
2022 Q3	$3K	Buy	457 +233	+104%	+$2.37K	﹤0.01%	834
2022 Q2	$2.44K	Hold	224	–	–	﹤0.01%	864
2022 Q1	$3K	Buy	+224	New	+$2.56K	﹤0.01%	862
2021 Q3	$3K	Hold	224	–	–	﹤0.01%	784
2021 Q2	$3K	Hold	224	–	–	﹤0.01%	813
2021 Q1	$3K	Buy	+224	New	+$2.78K	﹤0.01%	687

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Heritage Wealth Management (Arizona)'s LUMN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Lumen (LUMN) stake by 100% in Q4 2022, buying an estimated $2.81K and bringing the position to 914 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Heritage Wealth Management (Arizona) first reported a position in LUMN in Q1 2021 and has held it in 7 quarters since. 754 funds tracked by Wall St. Rank hold LUMN as of Q4 2022.

Heritage Wealth Management (Arizona) held 914 shares of Lumen worth $4.77K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 457 Lumen shares in Q4 2022, an estimated $2.81K.
Lumen made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #888 holding.
Heritage Wealth Management (Arizona) first reported a position in Lumen in Q1 2021 and has held it in 7 quarters since.
754 funds tracked by Wall St. Rank held Lumen as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.