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IronBridge Private Wealth’s Lumen LUMN Stock Holding History

IronBridge Private Wealth’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
-4
Closed – – 188
2021
Q4 		$0 Hold
4
– – ﹤0.01% 319
2021
Q3 		$0 Hold
4
– – ﹤0.01% 293
2021
Q2 		$0 Hold
4
– – ﹤0.01% 291
2021
Q1 		$0 Hold
4
– – ﹤0.01% 279
2020
Q4 		$0 Buy
+4
New +$39 ﹤0.01% 244

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
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
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

IronBridge Private Wealth's LUMN Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Lumen (LUMN) in Q1 2022, closing a stake of 4 shares.

IronBridge Private Wealth first reported a position in LUMN in Q4 2020 and held it in 5 quarters. The position peaked at $0 in Q4 2021. 779 funds tracked by Wall St. Rank hold LUMN as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Lumen position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 4 Lumen shares in Q1 2022.
  • IronBridge Private Wealth first reported a position in Lumen in Q4 2020 and held it in 5 quarters.
  • IronBridge Private Wealth's Lumen position peaked at $0 in Q4 2021.
  • 779 funds tracked by Wall St. Rank held Lumen as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.