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LUMN icon

TCWP’s Lumen LUMN Stock Holding History

TCWP’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
Q2 		– Sell
-2,430
Closed -$27K – 1111
2022
Q1 		$27K Buy
+2,430
New +$27.8K ﹤0.01% 615

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

TCWP's LUMN Position: Q2 2022 in Review

TCWP sold out of Lumen (LUMN) in Q2 2022, closing a stake of 2,430 shares — an estimated $27K sold.

TCWP first reported a position in LUMN in Q1 2022 and held it in 1 quarter. The position peaked at $27K in Q1 2022. 805 funds tracked by Wall St. Rank hold LUMN as of Q2 2022.

  • TCWP reported no remaining Lumen position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 2,430 Lumen shares in Q2 2022, an estimated $27K.
  • TCWP first reported a position in Lumen in Q1 2022 and held it in 1 quarter.
  • TCWP's Lumen position peaked at $27K in Q1 2022.
  • 805 funds tracked by Wall St. Rank held Lumen as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.