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Stonebridge Financial Planning Group’s Lumen LUMN Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-34
Closed – – 258
2021
Q4 		$0 Hold
34
– – ﹤0.01% 417
2021
Q3 		$0 Hold
34
– – ﹤0.01% 420
2021
Q2 		$0 Hold
34
– – ﹤0.01% 438
2021
Q1 		$0 Hold
34
– – ﹤0.01% 437
2020
Q4 		$0 Hold
34
– – ﹤0.01% 400
2020
Q3 		$0 Hold
34
– – ﹤0.01% 397
2020
Q2 		$0 Hold
34
– – ﹤0.01% 404
2020
Q1 		$0 Hold
34
– – ﹤0.01% 417
2019
Q4 		$0 Buy
+34
New +$456 ﹤0.01% 357

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Stonebridge Financial Planning Group's LUMN Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Lumen (LUMN) in Q1 2022, closing a stake of 34 shares.

Stonebridge Financial Planning Group first reported a position in LUMN in Q4 2019 and held it in 9 quarters. The position peaked at $0 in Q4 2021. 778 funds tracked by Wall St. Rank hold LUMN as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Lumen position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 34 Lumen shares in Q1 2022.
  • Stonebridge Financial Planning Group first reported a position in Lumen in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Lumen position peaked at $0 in Q4 2021.
  • 778 funds tracked by Wall St. Rank held Lumen as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.