Lake Point Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Lake Point 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 Q1	–	Sell	-254	Closed	-$3K	–	454
2021 Q4	$3K	Hold	254	–	–	﹤0.01%	302
2021 Q3	$3K	Hold	254	–	–	﹤0.01%	285
2021 Q2	$3K	Buy	+254	New	+$3.5K	﹤0.01%	295
2020 Q1	$3K	Buy	354 +200	+130%	+$2.5K	﹤0.01%	234
2019 Q4	$2K	Buy	+154	New	+$2.06K	﹤0.01%	495
2019 Q2	$2K	Hold	154	–	–	﹤0.01%	544
2019 Q1	$2K	Sell	154 -300	-66%	-$4.17K	﹤0.01%	542
2018 Q4	$7K	Buy	+454	New	+$8.66K	﹤0.01%	516

Other funds holding LUMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Lake Point Wealth Management's LUMN Position: Q1 2022 in Review

Lake Point Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2022, closing a stake of 254 shares — an estimated $3K sold.

Lake Point Wealth Management first reported a position in LUMN in Q4 2018 and held it in 8 quarters. The position peaked at $7K in Q4 2018. 779 funds tracked by Wall St. Rank hold LUMN as of Q1 2022.

Lake Point Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
Lake Point Wealth Management sold 254 Lumen Technologies, Inc. Common Stock shares in Q1 2022, an estimated $3K.
Lake Point Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2018 and held it in 8 quarters.
Lake Point Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $7K in Q4 2018.
779 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.