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

Meridian 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	-12,243	Closed	-$89K	–	535
2022 Q3	$89K	Sell	12,243 -291	-2%	-$2.96K	0.01%	474
2022 Q2	$137K	Buy	12,534 +1,106	+10%	+$12.4K	0.01%	527
2022 Q1	$129K	Sell	11,428 -849	-7%	-$9.72K	0.01%	388
2021 Q4	$154K	Buy	12,277 +770	+7%	+$9.8K	0.02%	393
2021 Q3	$143K	Buy	+11,507	New	+$144K	0.02%	383
2018 Q4	–	Sell	-19,230	Closed	-$408K	–	174
2018 Q3	$408K	Buy	19,230 +7,780	+68%	+$163K	0.18%	102
2018 Q2	$213K	Buy	11,450 +750	+7%	+$13.6K	0.1%	170
2018 Q1	$176K	Buy	+10,700	New	+$186K	0.09%	175

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

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

Meridian Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2022, closing a stake of 12,243 shares — an estimated $89K sold.

Meridian Wealth Management first reported a position in LUMN in Q1 2018 and held it in 8 quarters. The position peaked at $408K in Q3 2018. 752 funds tracked by Wall St. Rank hold LUMN as of Q4 2022.

Meridian Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Meridian Wealth Management sold 12,243 Lumen Technologies, Inc. Common Stock shares in Q4 2022, an estimated $89K.
Meridian Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2018 and held it in 8 quarters.
Meridian Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $408K in Q3 2018.
752 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2022.

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