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SteelPeak Wealth’s Lumen LUMN Stock Holding History

SteelPeak Wealth’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
-14,568
Closed -$106K – 456
2022
Q3 		$106K Sell
14,568
-6,219
-30% -$63.3K 0.01% 380
2022
Q2 		$227K Buy
20,787
+5,893
+40% +$66.1K 0.02% 359
2022
Q1 		$168K Sell
14,894
-101,595
-87% -$1.16M 0.01% 404
2021
Q4 		$1.46M Buy
116,489
+78,344
+205% +$997K 0.08% 143
2021
Q3 		$473K Buy
38,145
+1,721
+5% +$21.6K 0.03% 257
2021
Q2 		$495K Buy
36,424
+750
+2% +$10.3K 0.03% 268
2021
Q1 		$476K Buy
35,674
+15,538
+77% +$193K 0.04% 236
2020
Q4 		$196K Buy
+20,136
New +$199K 0.02% 307

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SteelPeak Wealth's LUMN Position: Q4 2022 in Review

SteelPeak Wealth sold out of Lumen (LUMN) in Q4 2022, closing a stake of 14,568 shares — an estimated $106K sold.

SteelPeak Wealth first reported a position in LUMN in Q4 2020 and held it in 8 quarters. The position peaked at $1.46M in Q4 2021. 753 funds tracked by Wall St. Rank hold LUMN as of Q4 2022.

  • SteelPeak Wealth reported no remaining Lumen position as of Q4 2022 after selling out during the quarter.
  • SteelPeak Wealth sold 14,568 Lumen shares in Q4 2022, an estimated $106K.
  • SteelPeak Wealth first reported a position in Lumen in Q4 2020 and held it in 8 quarters.
  • SteelPeak Wealth's Lumen position peaked at $1.46M in Q4 2021.
  • 753 funds tracked by Wall St. Rank held Lumen as of Q4 2022.

Based on SteelPeak Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.