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Laidlaw Wealth Management’s Lumen LUMN Stock Holding History

Laidlaw 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
Q4 		– Sell
-15,810
Closed -$115K – 379
2022
Q3 		$115K Sell
15,810
-2,463
-13% -$25.1K 0.03% 310
2022
Q2 		$199K Sell
18,273
-2,000
-10% -$22.4K 0.04% 348
2022
Q1 		$228K Hold
20,273
– – 0.04% 348
2021
Q4 		$254K Buy
+20,273
New +$258K 0.04% 337
2021
Q1 		– Sell
-30,919
Closed -$301K – 301
2020
Q4 		$301K Buy
+30,919
New +$305K 0.06% 263

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Laidlaw Wealth Management's LUMN Position: Q4 2022 in Review

Laidlaw Wealth Management sold out of Lumen (LUMN) in Q4 2022, closing a stake of 15,810 shares — an estimated $115K sold.

Laidlaw Wealth Management first reported a position in LUMN in Q4 2020 and held it in 5 quarters. The position peaked at $301K in Q4 2020. 753 funds tracked by Wall St. Rank hold LUMN as of Q4 2022.

  • Laidlaw Wealth Management reported no remaining Lumen position as of Q4 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 15,810 Lumen shares in Q4 2022, an estimated $115K.
  • Laidlaw Wealth Management first reported a position in Lumen in Q4 2020 and held it in 5 quarters.
  • Laidlaw Wealth Management's Lumen position peaked at $301K in Q4 2020.
  • 753 funds tracked by Wall St. Rank held Lumen as of Q4 2022.

Based on Laidlaw Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.