WealthBridge Capital Management’s Lumen LUMN Stock Holding History

WealthBridge Capital Management’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	-10,074	Closed	-$52.6K	–	198
2022 Q4	$52.6K	Sell	10,074 -2,584	-20%	-$15.9K	0.02%	196
2022 Q3	$138K	Hold	12,658	–	–	0.06%	194
2022 Q2	$138K	Buy	12,658 +2,432	+24%	+$27.3K	0.06%	194
2022 Q1	$115K	Buy	+10,226	New	+$117K	0.04%	185
2021 Q1	–	Sell	-11,755	Closed	-$115K	–	161
2020 Q4	$115K	Buy	11,755 +216	+2%	+$2.13K	0.05%	145
2020 Q3	$116K	Buy	+11,539	New	+$120K	0.06%	128
2019 Q2	–	Sell	-9,404	Closed	-$102K	–	546
2019 Q1	$102K	Hold	9,404	–	–	0.06%	187
2018 Q4	$142K	Buy	+9,404	New	+$179K	0.11%	131

Other funds holding LUMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthBridge Capital Management's LUMN Position: Q1 2023 in Review

WealthBridge Capital Management sold out of Lumen (LUMN) in Q1 2023, closing a stake of 10,074 shares — an estimated $52.6K sold.

WealthBridge Capital Management first reported a position in LUMN in Q4 2018 and held it in 8 quarters. The position peaked at $142K in Q4 2018. 637 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

WealthBridge Capital Management reported no remaining Lumen position as of Q1 2023 after selling out during the quarter.
WealthBridge Capital Management sold 10,074 Lumen shares in Q1 2023, an estimated $52.6K.
WealthBridge Capital Management first reported a position in Lumen in Q4 2018 and held it in 8 quarters.
WealthBridge Capital Management's Lumen position peaked at $142K in Q4 2018.
637 funds tracked by Wall St. Rank held Lumen as of Q1 2023.

Based on WealthBridge Capital Management's 13F filing for Q1 2023, filed 11 May 2023.