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Wagner Wealth Management (South Carolina)’s Lumen LUMN Stock Holding History

Wagner Wealth Management (South Carolina)’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
-33
Closed – – 511
2022
Q3 		$0 Hold
33
– – ﹤0.01% 740
2022
Q2 		$0 Buy
+33
New +$370 ﹤0.01% 716
2022
Q1 		– Sell
-33
Closed – – 461
2021
Q4 		$0 Hold
33
– – ﹤0.01% 689
2021
Q3 		$0 Hold
33
– – ﹤0.01% 686
2021
Q2 		$0 Hold
33
– – ﹤0.01% 700
2021
Q1 		$0 Buy
+33
New +$410 ﹤0.01% 654
2018
Q3 		$1K Hold
33
– – ﹤0.01% 629
2018
Q2 		$1K Hold
33
– – ﹤0.01% 598
2018
Q1 		$1K Hold
33
– – ﹤0.01% 557
2017
Q4 		$1K Buy
+33
New +$560 ﹤0.01% 736

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

Wagner Wealth Management (South Carolina)'s LUMN Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Lumen (LUMN) in Q4 2022, closing a stake of 33 shares.

Wagner Wealth Management (South Carolina) first reported a position in LUMN in Q4 2017 and held it in 10 quarters. The position peaked at $1K in Q3 2018. 754 funds tracked by Wall St. Rank hold LUMN as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Lumen position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 33 Lumen shares in Q4 2022.
  • Wagner Wealth Management (South Carolina) first reported a position in Lumen in Q4 2017 and held it in 10 quarters.
  • Wagner Wealth Management (South Carolina)'s Lumen position peaked at $1K in Q3 2018.
  • 754 funds tracked by Wall St. Rank held Lumen as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.