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LUMN icon

IRON Financial’s Lumen LUMN Stock Holding History

IRON Financial’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
Q1 		– Sell
-19,116
Closed -$99.8K – 106
2022
Q4 		$99.8K Buy
19,116
+1,510
+9% +$9.28K 0.06% 96
2022
Q3 		$128K Buy
17,606
+3,873
+28% +$39.4K 0.07% 92
2022
Q2 		$150K Buy
13,733
+573
+4% +$6.43K 0.08% 92
2022
Q1 		$148K Buy
13,160
+2,879
+28% +$33K 0.07% 108
2021
Q4 		$129K Buy
+10,281
New +$131K 0.06% 115

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IRON Financial's LUMN Position: Q1 2023 in Review

IRON Financial sold out of Lumen (LUMN) in Q1 2023, closing a stake of 19,116 shares — an estimated $99.8K sold.

IRON Financial first reported a position in LUMN in Q4 2021 and held it in 5 quarters. The position peaked at $150K in Q2 2022. 635 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

  • IRON Financial reported no remaining Lumen position as of Q1 2023 after selling out during the quarter.
  • IRON Financial sold 19,116 Lumen shares in Q1 2023, an estimated $99.8K.
  • IRON Financial first reported a position in Lumen in Q4 2021 and held it in 5 quarters.
  • IRON Financial's Lumen position peaked at $150K in Q2 2022.
  • 635 funds tracked by Wall St. Rank held Lumen as of Q1 2023.

Based on IRON Financial's 13F filing for Q1 2023, filed 26 Apr 2023.