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

PRW 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
2019
Q2 		– Sell
-111
Closed -$1K – 404
2019
Q1 		$1K Sell
111
-23
-17% -$320 ﹤0.01% 601
2018
Q4 		$2K Buy
+134
New +$2.56K ﹤0.01% 514

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SAM
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PRW Wealth Management's LUMN Position: Q2 2019 in Review

PRW Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2019, closing a stake of 111 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in LUMN in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2018. 706 funds tracked by Wall St. Rank hold LUMN as of Q2 2019.

  • PRW Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 111 Lumen Technologies, Inc. Common Stock shares in Q2 2019, an estimated $1K.
  • PRW Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $2K in Q4 2018.
  • 706 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.