NWM
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Nauset Wealth Management’s Lumen LUMN Stock Holding History

Nauset 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 		$0 Buy
+1
New +$11 ﹤0.01% 225

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
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
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
Invesco
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

Nauset Wealth Management's LUMN Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Lumen (LUMN) in Q1 2022: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #225 among its holdings.

779 funds tracked by Wall St. Rank hold LUMN as of Q1 2022.

  • Nauset Wealth Management held 1 share of Lumen worth $0 as of Q1 2022.
  • Lumen was a new Nauset Wealth Management position in Q1 2022.
  • Lumen made up ﹤0.01% of Nauset Wealth Management's portfolio in Q1 2022, its #225 holding.
  • 779 funds tracked by Wall St. Rank held Lumen as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.