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Wealth Advisors of Iowa’s Lumen LUMN Stock Holding History

Wealth Advisors of Iowa’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
2023
Q1 		– Sell
-40,150
Closed -$210K – 64
2022
Q4 		$210K Sell
40,150
-5,500
-12% -$33.8K 0.17% 57
2022
Q3 		$332K Sell
45,650
-53,564
-54% -$545K 0.31% 31
2022
Q2 		$1.08M Buy
+99,214
New +$1.11M 0.19% 40

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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Advisors of Iowa's LUMN Position: Q1 2023 in Review

Wealth Advisors of Iowa sold out of Lumen (LUMN) in Q1 2023, closing a stake of 40,150 shares — an estimated $210K sold.

Wealth Advisors of Iowa first reported a position in LUMN in Q2 2022 and held it in 3 quarters. The position peaked at $1.08M in Q2 2022. 636 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

  • Wealth Advisors of Iowa reported no remaining Lumen position as of Q1 2023 after selling out during the quarter.
  • Wealth Advisors of Iowa sold 40,150 Lumen shares in Q1 2023, an estimated $210K.
  • Wealth Advisors of Iowa first reported a position in Lumen in Q2 2022 and held it in 3 quarters.
  • Wealth Advisors of Iowa's Lumen position peaked at $1.08M in Q2 2022.
  • 636 funds tracked by Wall St. Rank held Lumen as of Q1 2023.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2023, filed 9 May 2023.