WIM
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WealthPlan Investment Management’s Lumen LUMN Stock Holding History

WealthPlan Investment 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
2022
Q1 		$105K Buy
+10,483
New +$120K 0.01% 375

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

WealthPlan Investment Management's LUMN Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in Lumen (LUMN) in Q1 2022: 10,483 shares worth $105K. The stake represents 0.01% of the portfolio and ranks #375 among its holdings.

778 funds tracked by Wall St. Rank hold LUMN as of Q1 2022.

  • WealthPlan Investment Management held 10,483 shares of Lumen worth $105K as of Q1 2022.
  • Lumen was a new WealthPlan Investment Management position in Q1 2022.
  • Lumen made up 0.01% of WealthPlan Investment Management's portfolio in Q1 2022, its #375 holding.
  • 778 funds tracked by Wall St. Rank held Lumen as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.