Principle Wealth Partners’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Principle Wealth Partners’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 Q3	–	Sell	-28,455	Closed	-$310K	–	299
2022 Q2	$310K	Hold	28,455	–	–	0.04%	240
2022 Q1	$321K	Buy	28,455 +2,735	+11%	+$31.3K	0.03%	252
2021 Q4	$323K	Buy	25,720 +230	+0.9%	+$2.93K	0.03%	249
2021 Q3	$316K	Hold	25,490	–	–	0.04%	243
2021 Q2	$346K	Buy	25,490 +9,910	+64%	+$137K	0.04%	232
2021 Q1	$208K	Buy	15,580 +4,205	+37%	+$52.2K	0.02%	276
2020 Q4	$111K	Hold	11,375	–	–	0.01%	270
2020 Q3	$115K	Sell	11,375 -3,865	-25%	-$40.2K	0.03%	152
2020 Q2	$153K	Buy	15,240 +4,235	+38%	+$42.4K	0.04%	168
2020 Q1	$104K	Buy	11,005 +915	+9%	+$11.4K	0.04%	135
2019 Q4	$133K	Sell	10,090 -525	-5%	-$7.04K	0.04%	166
2019 Q3	$132K	Hold	10,615	–	–	0.05%	164
2019 Q2	$125K	Buy	+10,615	New	+$119K	0.06%	138

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

Temasek Holdings Singapore $37.3B AUM 12.6% 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

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

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

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

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

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

Principle Wealth Partners's LUMN Position: Q3 2022 in Review

Principle Wealth Partners sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2022, closing a stake of 28,455 shares — an estimated $310K sold.

Principle Wealth Partners first reported a position in LUMN in Q2 2019 and held it in 13 quarters. The position peaked at $346K in Q2 2021. 779 funds tracked by Wall St. Rank hold LUMN as of Q3 2022.

Principle Wealth Partners reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
Principle Wealth Partners sold 28,455 Lumen Technologies, Inc. Common Stock shares in Q3 2022, an estimated $310K.
Principle Wealth Partners first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2019 and held it in 13 quarters.
Principle Wealth Partners's Lumen Technologies, Inc. Common Stock position peaked at $346K in Q2 2021.
779 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2022.

Based on Principle Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.