Selective Wealth Management’s Lumen LUMN Stock Holding History

Selective 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
2022 Q4	–	Sell	-2,285	Closed	-$17K	–	472
2022 Q3	$17K	Buy	2,285 +400	+21%	+$4.07K	0.01%	450
2022 Q2	$21K	Buy	1,885 +179	+10%	+$2.01K	0.01%	456
2022 Q1	$19K	Buy	1,706 +1,700	+28,333%	+$19.5K	0.01%	454
2021 Q4	$0	Buy	+6	New	+$76	﹤0.01%	685
2021 Q1	–	Sell	-209	Closed	-$2K	–	411
2020 Q4	$2K	Sell	209 -491	-70%	-$4.85K	﹤0.01%	340
2020 Q3	$7K	Hold	700	–	–	0.01%	225
2020 Q2	$7K	Hold	700	–	–	0.01%	266
2020 Q1	$7K	Sell	700 -785	-53%	-$9.81K	0.01%	175
2019 Q4	$20K	Buy	1,485 +359	+32%	+$4.81K	0.02%	120
2019 Q3	$14K	Buy	+1,126	New	+$13.4K	0.02%	147
2018 Q3	$35K	Buy	+1,641	New	+$34.3K	0.42%	44

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 $3.37T AUM 44.26% 1-Year Est. Return

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 Singapore $37.3B AUM 12.6% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

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

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

Selective Wealth Management's LUMN Position: Q4 2022 in Review

Selective Wealth Management sold out of Lumen (LUMN) in Q4 2022, closing a stake of 2,285 shares — an estimated $17K sold.

Selective Wealth Management first reported a position in LUMN in Q3 2018 and held it in 11 quarters. The position peaked at $35K in Q3 2018. 752 funds tracked by Wall St. Rank hold LUMN as of Q4 2022.

Selective Wealth Management reported no remaining Lumen position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 2,285 Lumen shares in Q4 2022, an estimated $17K.
Selective Wealth Management first reported a position in Lumen in Q3 2018 and held it in 11 quarters.
Selective Wealth Management's Lumen position peaked at $35K in Q3 2018.
752 funds tracked by Wall St. Rank held Lumen as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.