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Revolve Wealth Partners’s Lumen LUMN Stock Holding History

Revolve 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
Q4 		– Sell
-17,125
Closed -$125K – 153
2022
Q3 		$125K Buy
17,125
+562
+3% +$5.72K 0.04% 129
2022
Q2 		$181K Sell
16,563
-916
-5% -$10.3K 0.06% 137
2022
Q1 		$197K Buy
17,479
+1,990
+13% +$22.8K 0.06% 146
2021
Q4 		$194K Buy
+15,489
New +$197K 0.06% 147

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Revolve Wealth Partners's LUMN Position: Q4 2022 in Review

Revolve Wealth Partners sold out of Lumen (LUMN) in Q4 2022, closing a stake of 17,125 shares — an estimated $125K sold.

Revolve Wealth Partners first reported a position in LUMN in Q4 2021 and held it in 4 quarters. The position peaked at $197K in Q1 2022. 752 funds tracked by Wall St. Rank hold LUMN as of Q4 2022.

  • Revolve Wealth Partners reported no remaining Lumen position as of Q4 2022 after selling out during the quarter.
  • Revolve Wealth Partners sold 17,125 Lumen shares in Q4 2022, an estimated $125K.
  • Revolve Wealth Partners first reported a position in Lumen in Q4 2021 and held it in 4 quarters.
  • Revolve Wealth Partners's Lumen position peaked at $197K in Q1 2022.
  • 752 funds tracked by Wall St. Rank held Lumen as of Q4 2022.

Based on Revolve Wealth Partners's 13F filing for Q4 2022, filed 17 Jan 2023.