Independent Wealth Network’s Lumen LUMN Stock Holding History

Independent Wealth Network’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 Q1	–	Sell	-12,102	Closed	-$152K	–	220
2021 Q4	$152K	Buy	+12,102	New	+$154K	0.09%	205

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

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

Independent Wealth Network's LUMN Position: Q1 2022 in Review

Independent Wealth Network sold out of Lumen (LUMN) in Q1 2022, closing a stake of 12,102 shares — an estimated $152K sold.

Independent Wealth Network first reported a position in LUMN in Q4 2021 and held it in 1 quarter. The position peaked at $152K in Q4 2021. 779 funds tracked by Wall St. Rank hold LUMN as of Q1 2022.

Independent Wealth Network reported no remaining Lumen position as of Q1 2022 after selling out during the quarter.
Independent Wealth Network sold 12,102 Lumen shares in Q1 2022, an estimated $152K.
Independent Wealth Network first reported a position in Lumen in Q4 2021 and held it in 1 quarter.
Independent Wealth Network's Lumen position peaked at $152K in Q4 2021.
779 funds tracked by Wall St. Rank held Lumen as of Q1 2022.

Based on Independent Wealth Network's 13F filing for Q1 2022, filed 20 Apr 2022.