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Institute for Wealth Management’s Lumen Technologies, Inc. Common Stock 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Institute for Wealth Management sold out of Lumen Technologies, Inc. Common Stock (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. 779 funds tracked by Wall St. Rank hold LUMN as of Q3 2022.

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

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