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

PFG Private 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
2023
Q1 		– Sell
-71
Closed – – 348
2022
Q4 		$0 Buy
+71
New +$436 ﹤0.01% 393

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State Street
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SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PFG Private Wealth Management's LUMN Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2023, closing a stake of 71 shares.

PFG Private Wealth Management first reported a position in LUMN in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 638 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

  • PFG Private Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 71 Lumen Technologies, Inc. Common Stock shares in Q1 2023.
  • PFG Private Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • PFG Private Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $0 in Q4 2022.
  • 638 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.