IndexIQ Advisors’s Lumen LUMN Stock Holding History

IndexIQ 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 Q1	$2K	Buy	+169	New	+$1.94K	﹤0.01%	1285
2021 Q1	–	Sell	-14,967	Closed	-$146K	–	1237
2020 Q4	$146K	Buy	14,967 +6,845	+84%	+$67.6K	0.01%	981
2020 Q3	$82K	Buy	8,122 +4,891	+151%	+$50.8K	﹤0.01%	951
2020 Q2	$32K	Buy	3,231 +2,853	+755%	+$28.5K	﹤0.01%	978
2020 Q1	$4K	Buy	378 +5	+1%	+$63	﹤0.01%	912
2019 Q4	$5K	Buy	+373	New	+$5K	﹤0.01%	731

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

IndexIQ Advisors's LUMN Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in Lumen (LUMN) in Q1 2022: 169 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1285 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in LUMN as recently as Q4 2020.

IndexIQ Advisors first reported a position in LUMN in Q4 2019 and has held it in 6 quarters since. The position peaked at $146K in Q4 2020. 779 funds tracked by Wall St. Rank hold LUMN as of Q1 2022.

IndexIQ Advisors held 169 shares of Lumen worth $2K as of Q1 2022.
Lumen was a new IndexIQ Advisors position in Q1 2022.
Lumen made up ﹤0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1285 holding.
IndexIQ Advisors first reported a position in Lumen in Q4 2019 and has held it in 6 quarters since.
IndexIQ Advisors's Lumen position peaked at $146K in Q4 2020.
779 funds tracked by Wall St. Rank held Lumen as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.