LWM
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Liberty Wealth Management’s Lumen LUMN Stock Holding History

Liberty 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
2021
Q4 		– Sell
-4,902
Closed -$61K – 709
2021
Q3 		$61K Buy
4,902
+156
+3% +$1.96K 0.02% 384
2021
Q2 		$64K Buy
4,746
+101
+2% +$1.39K 0.02% 278
2021
Q1 		$54K Buy
+4,645
New +$57.7K 0.03% 268
2020
Q4 		– Sell
-4,468
Closed -$45K – 1022
2020
Q3 		$45K Sell
4,468
-3,096
-41% -$32.2K 0.03% 251
2020
Q2 		$76K Buy
7,564
+180
+2% +$1.8K 0.05% 171
2020
Q1 		$70K Buy
7,384
+103
+1% +$1.29K 0.06% 181
2019
Q4 		$96K Sell
7,281
-48
-0.7% -$644 0.08% 165
2019
Q3 		$91K Buy
7,329
+74
+1% +$879 0.09% 160
2019
Q2 		$85K Buy
7,255
+89
+1% +$1K 0.07% 185
2019
Q1 		$85K Buy
7,166
+103
+1% +$1.43K 0.06% 154
2018
Q4 		$107K Buy
+7,063
New +$135K 0.08% 126

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Liberty Wealth Management's LUMN Position: Q4 2021 in Review

Liberty Wealth Management sold out of Lumen (LUMN) in Q4 2021, closing a stake of 4,902 shares — an estimated $61K sold.

Liberty Wealth Management first reported a position in LUMN in Q4 2018 and held it in 11 quarters. The position peaked at $107K in Q4 2018. 791 funds tracked by Wall St. Rank hold LUMN as of Q4 2021.

  • Liberty Wealth Management reported no remaining Lumen position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 4,902 Lumen shares in Q4 2021, an estimated $61K.
  • Liberty Wealth Management first reported a position in Lumen in Q4 2018 and held it in 11 quarters.
  • Liberty Wealth Management's Lumen position peaked at $107K in Q4 2018.
  • 791 funds tracked by Wall St. Rank held Lumen as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.