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Horst & Graben Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Horst & Graben 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
2023
Q2 		– Sell
-31,740
Closed -$84K – 134
2023
Q1 		$84K Buy
+31,740
New +$128K 0.02% 131
2022
Q4 		– Sell
-31,740
Closed -$231K – 131
2022
Q3 		$231K Buy
31,740
+783
+3% +$7.97K 0.07% 112
2022
Q2 		$338K Buy
30,957
+662
+2% +$7.43K 0.09% 94
2022
Q1 		$341K Buy
30,295
+677
+2% +$7.75K 0.08% 102
2021
Q4 		$372K Buy
29,618
+602
+2% +$7.66K 0.09% 95
2021
Q3 		$360K Sell
29,016
-48
-0.2% -$602 0.1% 97
2021
Q2 		$395K Buy
29,064
+2
+0% +$28 0.11% 92
2021
Q1 		$388K Buy
29,062
+25
+0.1% +$311 0.12% 95
2020
Q4 		$283K Buy
29,037
+2
+0% +$20 0.1% 93
2020
Q3 		$293K Buy
29,035
+2
+0% +$21 0.11% 92
2020
Q2 		$291K Buy
29,033
+2
+0% +$20 0.13% 78
2020
Q1 		$275K Buy
+29,031
New +$363K 0.14% 72

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Horst & Graben Wealth Management's LUMN Position: Q2 2023 in Review

Horst & Graben Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2023, closing a stake of 31,740 shares — an estimated $84K sold.

Horst & Graben Wealth Management first reported a position in LUMN in Q1 2020 and held it in 12 quarters. The position peaked at $395K in Q2 2021. 554 funds tracked by Wall St. Rank hold LUMN as of Q2 2023.

  • Horst & Graben Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 31,740 Lumen Technologies, Inc. Common Stock shares in Q2 2023, an estimated $84K.
  • Horst & Graben Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2020 and held it in 12 quarters.
  • Horst & Graben Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $395K in Q2 2021.
  • 554 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2023.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.