One Wealth Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

One 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
2023 Q1	–	Sell	-12,420	Closed	-$64.8K	–	432
2022 Q4	$64.8K	Sell	12,420 -26,065	-68%	-$160K	0.01%	362
2022 Q3	$280K	Buy	38,485 +4,410	+13%	+$44.9K	0.09%	123
2022 Q2	$372K	Buy	34,075 +3,615	+12%	+$40.6K	0.1%	110
2022 Q1	$343K	Buy	30,460 +515	+2%	+$5.89K	0.08%	124
2021 Q4	$376K	Sell	29,945 -1,271	-4%	-$16.2K	0.1%	111
2021 Q3	$387K	Buy	31,216 +11,663	+60%	+$146K	0.11%	113
2021 Q2	$266K	Buy	19,553 +6,686	+52%	+$92.3K	0.08%	140
2021 Q1	$172K	Buy	+12,867	New	+$160K	0.07%	153
2020 Q4	–	Sell	-10,116	Closed	-$102K	–	134
2020 Q3	$102K	Buy	10,116 +79	+0.8%	+$821	0.07%	91
2020 Q2	$101K	Buy	+10,037	New	+$100K	0.08%	81
2018 Q3	–	Sell	-15,594	Closed	-$291K	–	593
2018 Q2	$291K	Sell	15,594 -405	-3%	-$7.36K	0.23%	81
2018 Q1	$263K	Buy	15,999 +12,868	+411%	+$223K	0.23%	83
2017 Q4	$52K	Buy	+3,131	New	+$53.1K	0.04%	272

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

SAM

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

One Wealth Advisors's LUMN Position: Q1 2023 in Review

One Wealth Advisors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2023, closing a stake of 12,420 shares — an estimated $64.8K sold.

One Wealth Advisors first reported a position in LUMN in Q4 2017 and held it in 13 quarters. The position peaked at $387K in Q3 2021. 637 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

One Wealth Advisors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 12,420 Lumen Technologies, Inc. Common Stock shares in Q1 2023, an estimated $64.8K.
One Wealth Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2017 and held it in 13 quarters.
One Wealth Advisors's Lumen Technologies, Inc. Common Stock position peaked at $387K in Q3 2021.
637 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.