Lenox Wealth Advisors’s Lumen LUMN Stock Holding History

Lenox Wealth Advisors’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	-111	Closed	-$1K	–	900
2021 Q4	$1K	Buy	+111	New	+$1.41K	﹤0.01%	870
2018 Q3	–	Sell	-2,641	Closed	-$49K	–	478
2018 Q2	$49K	Buy	2,641 +2,591	+5,182%	+$47.1K	0.01%	136
2018 Q1	$1K	Hold	50	–	–	﹤0.01%	515
2017 Q4	$1K	Buy	+50	New	+$848	﹤0.01%	369

Other funds holding LUMN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Lenox Wealth Advisors's LUMN Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Lumen (LUMN) in Q1 2022, closing a stake of 111 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in LUMN in Q4 2017 and held it in 4 quarters. The position peaked at $49K in Q2 2018. 779 funds tracked by Wall St. Rank hold LUMN as of Q1 2022.

Lenox Wealth Advisors reported no remaining Lumen position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 111 Lumen shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in Lumen in Q4 2017 and held it in 4 quarters.
Lenox Wealth Advisors's Lumen position peaked at $49K in Q2 2018.
779 funds tracked by Wall St. Rank held Lumen as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.