Institute for Wealth Management’s Lumen LUMN Stock Holding History

Institute for 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
2022 Q3	–	Sell	-31,054	Closed	-$339K	–	490
2022 Q2	$339K	Hold	31,054	–	–	0.07%	364
2022 Q1	$350K	Buy	+31,054	New	+$355K	0.06%	379
2013 Q3	–	Sell	-2	Closed	–	–	93
2013 Q2	$0	Buy	+2	New	+$73	﹤0.01%	121

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

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

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

SAM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Institute for Wealth Management's LUMN Position: Q3 2022 in Review

Institute for Wealth Management sold out of Lumen (LUMN) in Q3 2022, closing a stake of 31,054 shares — an estimated $339K sold.

Institute for Wealth Management first reported a position in LUMN in Q2 2013 and held it in 3 quarters. The position peaked at $350K in Q1 2022. 778 funds tracked by Wall St. Rank hold LUMN as of Q3 2022.

Institute for Wealth Management reported no remaining Lumen position as of Q3 2022 after selling out during the quarter.
Institute for Wealth Management sold 31,054 Lumen shares in Q3 2022, an estimated $339K.
Institute for Wealth Management first reported a position in Lumen in Q2 2013 and held it in 3 quarters.
Institute for Wealth Management's Lumen position peaked at $350K in Q1 2022.
778 funds tracked by Wall St. Rank held Lumen as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.